Glencrest Investment Advisors, Inc. (Claremont)

Glencrest Investment Advisors, Inc. is a large advisory firm based in Claremont. It manages $344.89 million of regulatory assets for 620 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Glencrest Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and 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.

Glencrest Investment Advisors: assets under management

The assets under management (AUM) of Glencrest Investment Advisors, Inc. is $344.89 million. The firm's AUM has grown by 130% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $311.9 million in discretionary accounts and $32.99 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $557.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $540.81 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glencrest Investment Advisors, Inc. for their services and products based on a percentage of assets under management and fixed fees. 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.

Careers at Glencrest Investment Advisors, Inc.

Kevin Mccarthy has been acting as President since 1 Jan 2002. Thomas Joseph Steffanci has served as the Chief Investment Officer since 1 Jul 2007. Robert William Burwell joined the executive team most recently as the Chairman.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Pff Bancorp	Shareholder	1 Jan 2002	75% - 100%	94-45616
Kevin Mccarthy	Director	1 Jan 2002	Other	4347699
Thomas Joseph Steffanci	Senior managing director/coo	1 Jan 2002	Other	855387
Larry Michael Rinehart	Director	1 Jan 2002	Other	4347698
Gregory C Talbott	Director	1 Jan 2002	Other	4347700
Gilbert Fredrick Smith	Director	1 Jan 2002	Other	4347701
David Forrest Doten	Director	1 Jan 2002	Other	2432249
Jerry Lee Groene	Director	1 Jan 2002	Other	4062307
Michael George Wirtes	Managing director/cao	1 Jan 2002	Other	1908716
Lawrence Eugene Rutherford	Managing director/marketing	1 Jan 2002	Other	1398437
Jerald W Groene	Director	1 Jan 2002	Other	4551284
Curtis W Morris	Director	1 Jan 2002	Other	4347694
Mark Vincent Kenny	Managing director/marketing	1 Apr 2002	Other	1485556
Lawrence Eugene Rutherford	Managing director	1 Jun 2002	Other	1398437
Mark Hildebrandt	Chief financial officer	1 Nov 2002	Other	4898966
Catherine Lynn Marshall	Managing director	1 Jul 2003	Other	4683725
Joseph Edward Hawkes	Director	1 Apr 2004	Other	4802186
Michael George Wirtes	Chief operating officer/chief compliance officer	1 Dec 2004	Other	1908716
Shawn Ethan Ecklund	Managing director	1 Jul 2005	Other	2676122
Bob Golish	Director	1 Jul 2006	Other	5172409
Robert William Burwell	Director	1 Feb 2007	Other	4347690
Richard Peter Crean	Director	1 Feb 2007	Other	56840
Stephen C Morgan	Director	1 Feb 2007	Other	4709258
Jil H Stark	Director	1 Feb 2007	Other	4347696
Royce A Stutzman	Director	1 Feb 2007	Other	4709255
Michael Anthony Sanchez	Chief compliance officer/chief administrative officer	1 Jun 2007	Other	1447606
Kevin Mccarthy	Director	1 Jul 2007	Other	4347699
Thomas Joseph Steffanci	President/chief investment officer	1 Jul 2007	Other	855387
Robert William Burwell	Chairman	1 Jul 2007	Other	4347690

Based in Claremont

The principal office where Glencrest Investment Advisors, Inc. performs its advisory services is located at 1490 North Claremont Blvd., Claremont, CA 91711 3519, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.