AG
CFA
AG
CFA

Anthony Bernard Glickhouse

1 Year of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
10 advisors
Number of Clients
6,438 clients
Average Client Portfolio
$11.6M average
Assets Under Management
$74.7B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
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Location

281 Brooks Street, Laguna Beach, CA, 92651-2974

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wcm Investment Management
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.