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