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GLR PARTNERS

COLUMBIA, MD · CRD 334902 · IAPD ↗ · glrpartners.net · 410-446-9094

$260.7MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — GLR PARTNERS notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2026 — GLR PARTNERS now reports custody of client assets ($33).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
46
December 2025 — GLR PARTNERS notice-filed in FL, NY, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
June 2025 — GLR PARTNERS (COLUMBIA, MD) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.