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Krochmal Stephen Glenn (Williamsburg)


Krochmal Stephen Glenn is a large advisory firm based in Williamsburg. It manages $75.47 million of regulatory assets for 320 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Virginia.

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

Krochmal Stephen Glenn: assets under management

The assets under management (AUM) of Krochmal Stephen Glenn is $75.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235.83 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Krochmal Stephen Glenn for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Williamsburg

The principal office where Krochmal Stephen Glenn performs its advisory services is located at 128 Richmond Hill Court, Williamsburg, VA 23185, 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 866-239-4536 or by fax 757-220-1330. The normal business hours are 9:00 am to 3:30 pm on Monday - Friday. You can find more information about the New York firm at www.weathergauge.org.


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