Glenn Alan Movish

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1990 → 07/2023
  Asset Management Group Ltd.
  Northbrook, IL
• 07/2006 → 08/2023
  Lasalle St. Securities, L.L.C.
  Elmhurst, IL
• 08/2023 → 05/2024
  Mai Capital Management Llc
  Northbrook, IL
• 05/2024 → Present
  Mai Capital Management, Llc
  Bannockburn, IL

Previous Registrations

• 1999-01-25 → 2023-08-08
  Asset Management Group Ltd
  Northbrook, IL
  Northbrook, IL

Other Businesses

FIXED INSURANCE;

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-16
• S63 Uniform Securities Agent State Law Examination
  1991-10-23

Designations

• Certified Financial Planner