GLASSMAN WEALTH SERVICES, LLC

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

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 Status	Approved
Firm CRD#	151478
SEC#	801-70562
Assets Managed by Firm	$2,053,022,712
No. of Clients	2720
No. of Advisors	18

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 Clients	AUM
Firm Total	2720	$2,053,022,712
Individuals (other than high net worth individuals)	64	$34,756,586
High net worth individuals	268	$1,925,382,488
Pension and profit sharing plans	31	$45,790,210
Charitable organizations	5	$47,093,428

More Retirement Planning firms in Vienna, Virginia:

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SANDS CAPITAL MANAGEMENT, LLC 1000 Wilson Blvd., Suite 3000 Arlington, VA, 22209	$45,003,485,534	354	181
INVESTURE, LLC 240 W Main Street, Suite 500 Charlottesville, VA, 22902	$32,231,415,180	53	47
STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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