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GLASSMAN WEALTH SERVICES, LLC

8000 Towers Crescent Drive
Suite 1450
Vienna, Virginia 22182
Tel: 703-534-4444

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About GLASSMAN WEALTH SERVICES, LLC

GLASSMAN WEALTH SERVICES, LLC, formally registered with the SEC as GLASSMAN WEALTH SERVICES, LLC. The firm was established in 09/17/2009. They have over 13 offices throughout the country.

GLASSMAN WEALTH SERVICES, LLC is a Vienna, Virginia based Financial Planning firm with nearly $1,800,559,783 assets under management, offering retirement planning & investment advisory services to 2634 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151478
SEC#801-70562
Assets Managed by Firm$1,800,559,783
No. of Clients2634
No. of Advisors18

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total2634$1,800,559,783
Individuals (other than high net worth individuals)66$34,485,472
High net worth individuals259$1,685,493,106
Pension and profit sharing plans32$36,235,374
Charitable organizations5$44,345,831

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