Gladwyn Financial Advisors, Inc.
● SEC registered since 2024CRD 135544SEC# 801-131574
Reg. AUM
$169M
Employees
3
Accounts
360
Location
—
Gladwyn Financial Advisors, Inc. assets under management
Gladwyn Financial Advisors, Inc. is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $169 million in regulatory assets under management and employs 3 people.
Gladwyn Financial Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Polly Ann Murray Control | Vice President | 50-75% | 2004 |
| Timothy Terrence Murray Control | President, Cco | 50-75% | 2004 |
Frequently asked questions
How much does Gladwyn Financial Advisors, Inc. manage?
Gladwyn Financial Advisors, Inc. reports $169 million in regulatory assets under management on its Form ADV.
How many employees does Gladwyn Financial Advisors, Inc. have?
Gladwyn Financial Advisors, Inc. reports 3 employees.
Does Gladwyn Financial Advisors, Inc. disclose fund performance?
Gladwyn Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 703-810-8424 |
| Fax | 703-991-5519 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$169M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$169Mregulatory AUM
Discretionary $149.1MNon-discretionary $19.9M