Falists
← Back to search

GLASSY MOUNTAIN ADVISORS, INC.

CRD 314937 · SEC 801-121469

Visit website

7200 WISCONSIN AVENUE, SUITE 500, BETHESDA, MD, 20814, United States

Phone

(301) 541-8900

Fax

(240) 235-7443

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$369.8M

Discretionary AUM

$369.8M

Team

7 total employees; 6 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals43$24.2M
High net worth individuals84$345.5M

States served

CO, DC, MD, NY, NC, VA, FL

All web addresses on file

Official SEC filing: View on IAPD