GLADSTONE INSTITUTIONAL ADVISORY LLC

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Gladstone Institutional Advisory is based out of Bedminster. Gladstone Institutional Advisory is a large advisory firm with 1511 clients and discretionary assets under management (AUM) of $567,235,389 (Form ADV from 2019-01-22). Their last reported 13F filing for Q4 2018 included $171,697,000 in managed 13F securities and a top 10 holdings concentration of 37.63%. Gladstone Institutional Advisory's largest holding is iShares Core S&P 500 ETF with shares held of 38,519. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 1.5%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

GLADSTONE WEALTH GROUP
1400 RT. 206 SUITE 100
BEDMINSTER NJ    07921
Country: United States

Business Phone: 908-719-1313
Fax: 908-719-1331
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NJ
Number of employees: 48
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 1511
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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GLADSTONE INSTITUTIONAL ADVISORY LLC

ownership team - last updated 2018-12-04
Name Title Start Date Direct/Indirect % Ownership
HUDSON, ROBERT, PAUL PRESIDENT/MANAGING MEMBER 05/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
GLADSTONE INSTITUTIONAL ADVISORY LLC PRESIDENT direct 2015-05-01
GLADSTONE INSTITUTIONAL ADVISORY LLC PRESIDENT/MANAGING MEMBER direct 2015-05-01
SLOMIN, ROBERT, PAUL CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANNEY MONTGOMERY SCOTT LLC ROSFP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP, CROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC CCO-INVESTMENT ADVISORY direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC VP, CCO-INVESTMENT ADVISORY AND ROSFP direct 2006-01-01
SUMMIT EQUITIES, INC. CHIEF COMPLIANCE OFFICER direct 2015-09-01
SUMMIT EQUITIES, INC. CCO direct 2015-09-01
SUMMIT FINANCIAL RESOURCES INC CHIEF COMPLIANCE OFFICER direct 2015-09-01
JANNEY CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY direct 2014-07-01
PRIVATE PORTFOLIO PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLADSTONE INSTITUTIONAL ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01

GLADSTONE INSTITUTIONAL ADVISORY LLC

ownership team - last updated 2018-06-12
Name Title Start Date Direct/Indirect % Ownership
HUDSON, ROBERT, PAUL PRESIDENT/MANAGING MEMBER 05/01/2015 Direct 75% or more
Fund Name Position direct/indirect start date end date
GLADSTONE INSTITUTIONAL ADVISORY LLC PRESIDENT direct 2015-05-01
GLADSTONE INSTITUTIONAL ADVISORY LLC PRESIDENT/MANAGING MEMBER direct 2015-05-01
SLOMIN, ROBERT, PAUL CHIEF COMPLIANCE OFFICER 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
JANNEY MONTGOMERY SCOTT LLC ROSFP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC SROP, CROP direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC CCO-INVESTMENT ADVISORY direct 2006-01-01
JANNEY MONTGOMERY SCOTT LLC VP, CCO-INVESTMENT ADVISORY AND ROSFP direct 2006-01-01
SUMMIT EQUITIES, INC. CHIEF COMPLIANCE OFFICER direct 2015-09-01
SUMMIT EQUITIES, INC. CCO direct 2015-09-01
SUMMIT FINANCIAL RESOURCES INC CHIEF COMPLIANCE OFFICER direct 2015-09-01
JANNEY CAPITAL MANAGEMENT LLC CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISORY direct 2014-07-01
PRIVATE PORTFOLIO PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01
GLADSTONE INSTITUTIONAL ADVISORY LLC CHIEF COMPLIANCE OFFICER direct 2017-06-01

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