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Jonas Brittain Glenn Inc. (Spartanburg)


Jonas Brittain Glenn Inc. is an adviser based in Spartanburg. It manages $42.85 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of South Carolina.

Jonas Brittain Glenn provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jonas Brittain Glenn: assets under management

The assets under management (AUM) of Jonas Brittain Glenn Inc. is $42.85 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $571.39 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jonas Brittain Glenn Inc. for their services and products based on a percentage of assets under management. 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.

Based in Spartanburg

The principal office where Jonas Brittain Glenn Inc. performs its advisory services is located at Scbt, Spartanburg, SC 29302, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-582-3080 or by fax SAME. The normal business hours are 9-5 on Monday - Friday.


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