GLASSY MOUNTAIN ADVISORS, INC.

7200 Wisconsin Avenue
Suite 500
Bethesda, Maryland 20814
Tel: (301) 541-8900

About GLASSY MOUNTAIN ADVISORS, INC.

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.

Firm Information

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

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	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

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