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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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|---|---|---|---|
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