Glennon
Donohue

Belpointe Asset Management LLC

CRD#6943890
Investment Advisor
in Greenville, SC

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About this Advisor

Glennon Donohue is a financial advisor based in Greenville, South Carolina, working with Belpointe Asset Management LLC. Glennon has previously held positions at Ase Private Wealth, Fluor Corporation, Scansource, Greenville Health System (Prisma Health), Spartanburg Regional Health System, Student, Full-Time Student, and Metric Financial, LLC. Glennon has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Glennon is part of Belpointe Asset Management LLC, which operates out of Greenville, South Carolina. The firm has 107 offices and 236 employees. The firm manages assets totaling $6.0 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

131 Falls Street Suite 301
Greenville, SC 29601

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$6,010,457,854

SC Average: $664,206,839
Total Number of Employees

236

SC Average: 10
Total Number of Accounts

14,788

SC Average: 1,698
Average Account Size

$406,442

SC Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Glennon Donohue Work History

2024 - Present (1 year)

Metric Financial, LLC

2022 - Present (3 years)

Ase Private Wealth

2020 - 2022 (2 years)

Fluor Corporation

2020 - 2020 (< 1 year)

Scansource

2019 - 2019 (< 1 year)

Greenville Health System (Prisma Health)

2019 - 2019 (< 1 year)

Spartanburg Regional Health System

2019 - 2020 (1 year)

Full-Time Student

2014 - 2018 (4 years)

Student

Disclosures

Please visit the SEC profile of Glennon Donohue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Belpointe Asset Management LLC

Lawrence Hart
Moore, SC
Andrew Sherwin
Reno, NV
William Wilson
Reno, NV
Edward Noll
Oconomowoc, WI
John Ceaglske
Milwaukee, WI
Eric Cooper
Reno, NV
Naima Bolden
Hopkins, MN
Giovanni Todesco
Reno, NV

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