GLASS JACOBSON WEALTH ADVISORS - Financial Advisor in Maryland, Owings Mills

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

About 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

Firm CRD#:

120141

Firm SEC#:

801-62867

Assets Under Management:

$817,309,785

No. of Clients:

1586

No. of Advisors:

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 SALES)

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