7200 Wisconsin Avenue
Suite 500
Bethesda, Maryland 20814
Tel: (301) 541-8900
GLASSY MOUNTAIN ADVISORS, INC, formally registered with the SEC as GLASSY MOUNTAIN ADVISORS, INC. The firm was established in 06/14/2021. They have over 3 offices throughout the country.
GLASSY MOUNTAIN ADVISORS, INC. is a Bethesda, Maryland based Financial Planning firm with nearly $278,031,103 assets under management, offering retirement planning & investment advisory services to 305 clients. The firm is staffed with 6 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314937 |
| SEC# | 801-121469 |
| Assets Managed by Firm | $278,031,103 |
| No. of Clients | 305 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 305 | $278,031,103 |
| Individuals (other than high net worth individuals) | 33 | $15,192,852 |
| High net worth individuals | 82 | $262,838,251 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,752,267,028,988 | 4696 | 3814 | |
| $193,065,874,997 | 68 | 114 | |
| $108,331,371,643 | 23317 | 657 | |
| $65,095,381,946 | 126 | 101 | |
| $37,701,864,167 | 516 | 254 |
Explore More Retirement Advisors in Bethesda, Maryland