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GLASS JACOBSON WEALTH ADVISORS
GLASS JACOBSON INVESTMENT ADVISORS, LLC
CRD 120141 · SEC 801-62867
10055 RED RUN BLVD, SUITE 160, OWINGS MILLS, MD, 21117, United States
Phone
443-384-6888
Fax
443-354-4870
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$928.0M
Discretionary AUM
$926.2M
Team
9 total employees; 9 advisory reps; 58 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALES
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $285.8M |
| High net worth individuals | 151 | $640.0M |
| Pension/profit sharing plans | 2 | $2.0M |
| Charitable organizations | 1 | $269K |
States served
CA, DE, DC, MD, MI, NJ, NY, NC, OH, PA, VA, WV, FL
All web addresses on file
- https://www.google.com/search?q=glass+jacobson+rockville+md&ei=BwASZNb2IoTl5NoP7_2KyAw&oq=glass+jacobson+rockvi&gs_lcp=Cgxnd3Mtd
- https://www.youtube.com/@WealthManagementCPA
- HTTPS://WWW.FACEBOOK.COM/GLASSJACOBSON/
- HTTP://WWW.GLASSJACOBSON.COM
- HTTPS://TWITTER.COM/GLASSJACOBSON?LANG=EN
- https://www.linkedin.com/company/glass-jacobson
- https://www.instagram.com/glassjacobson/
- https://www.google.com/search?q=glass+jacobson&source=hp&ei=-v8RZI6BJIvi5NoPyNi6iA8&iflsig=AK50M_UAAAAAZBIOCgp7Eb98nW9gsv8vWN9hg
Official SEC filing: View on IAPD