GLASS JACOBSON WEALTH ADVISORS

10451 Mill Run Circle
Suite 800
Owings Mills, Maryland 21117
Tel: 410-356-1000

About GLASS JACOBSON WEALTH ADVISORS

GLASS JACOBSON WEALTH ADVISORS, formally registered with the SEC as GLASS JACOBSON WEALTH ADVISORS. The firm was established in 03/12/2004. They have over 3 offices throughout the country.

GLASS JACOBSON WEALTH ADVISORS is a Owings Mills, Maryland based Financial Planning firm with nearly $817,309,785 assets under management, offering retirement planning & investment advisory services to 1586 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120141
SEC#	801-62867
Assets Managed by Firm	$817,309,785
No. of Clients	1586
No. of Advisors	21

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1586	$817,309,785
Individuals (other than high net worth individuals)	442	$231,228,195
High net worth individuals	162	$584,898,859
Pension and profit sharing plans	3	$967,711
Charitable organizations	1	$215,020

More Retirement Planning firms in Owings Mills, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

Explore More Retirement Advisors in Owings Mills, Maryland

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.