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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 12 offices throughout the country.

GLASSMAN WEALTH SERVICES, LLC is a Vienna, Virginia based Financial Planning firm with nearly $2,053,022,712 assets under management, offering retirement planning & investment advisory services to 2720 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$2,053,022,712
No. of Clients2720
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2720$2,053,022,712
Individuals (other than high net worth individuals)64$34,756,586
High net worth individuals268$1,925,382,488
Pension and profit sharing plans31$45,790,210
Charitable organizations5$47,093,428

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