Glasgow Partners, LLC (Killeen)

Name: Glasgow Partners, LLC
Address: 3213 Malmaison Rd, Killeen, TX, 76542
Telephone: 610-494-1322

Glasgow Partners, LLC is a mid-sized advisory firm based in Killeen. It manages $85.3 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Pennsylvania and Texas.

Glasgow Partners provides portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Glasgow Partners: assets under management

The assets under management (AUM) of Glasgow Partners, LLC is $85.3 million. The company doesn't manage any assets belonging to foreign clients.

Investments

The firm invests in government bonds the most. They account for 50% of the total AUM. The second-largest asset type is other assets, which make up 48% of the firm’s portfolio. Investments in state and local bonds form 2% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glasgow Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Glasgow Partners serves?

The only and largest group of clients of Glasgow Partners is banking or thrift institutions with 5 clients and $85.3 million of assets under management. Among the 3 most similar advisory firms, Glasgow Partners has the highest percentage of banking or thrift institutions out of all clients.

The amount of regulatory assets under management is $85.3 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Glasgow Partners doesn't advise any private funds.

Careers at Glasgow Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Francis Thomas Campbell	Managing director / chief compliance officer	1 Apr 2004	50% - 75%	2257803
Mario R Pelosi	Managing director	1 Jan 2009	50% - 75%	2775070

Based in Killeen

The principal office where Glasgow Partners, LLC performs its advisory services is located at 3213 Malmaison Rd, Killeen, TX 76542 The mailing address of the firm is P.O. Box 10293, Killeen, TX 76547. An additional office of the firm is in Huntington Valley, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-494-1322 or by fax 866-765-6496. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at glasgowpartners.com.