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GLASS JACOBSON WEALTH ADVISORS

Tel: 410-356-1000
10451 Mill Run Circle
Suite 800
Owings Mills, Maryland  21117

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GLASS JACOBSON WEALTH ADVISORS

GLASS JACOBSON WEALTH ADVISORS is a Owings Mills, Maryland based financial advisory firm with nearly $817,309,785 in assets under management and provides investment advisory services for 1586 clients. There are currently 21 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALE

Firm CRD#:

120141

SEC#:

801-62867

No. of Clients:

1586

Assets under Management

$817,309,785

No. of Advisors:

21

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