8000 Towers Crescent Drive
Suite 1450
Vienna, Virginia 22182
Tel: 703-534-4444
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 151478 |
SEC# | 801-70562 |
Assets Managed by Firm | $1,800,559,783 |
No. of Clients | 2634 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2634 | $1,800,559,783 |
Individuals (other than high net worth individuals) | 66 | $34,485,472 |
High net worth individuals | 259 | $1,685,493,106 |
Pension and profit sharing plans | 32 | $36,235,374 |
Charitable organizations | 5 | $44,345,831 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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