Be advised. This firm is no longer registered.

Gl Investment Services, LLC

Gl Investment Services, LLC (CRD# 152158) is a financial advisory firm headquartered in Waltham, MA. They manage $133,679,174 in 287 accounts and serve the financial needs of clients across 0 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $465,781
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Gl Investment Services, LLC
No Advisor Found.
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