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

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