Glass Jacobson Wealth Advisors

RIASEC Registered

Total AUM

$928M

Discretionary

$926M

100% of AUM

Avg account

$629K

Accounts

1,475

Employees

Advisory reps

Firm details

Headquarters: Owings Mills, Maryland
CRD number: 120141
Registered since: March 12, 2004
Website: www.glassjacobson.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI68.97%
Individuals30.79%
Pension & Profit Sharing Plans0.21%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Glass Jacobson Wealth Advisors LLC is an independent registered investment adviser that has been SEC registered since 2004. The firm serves both individual and family clients as well as institutional relationships, and it offers a mix of fee arrangements including a percentage-of-AUM model alongside hourly and fixed-fee engagements. Service lines emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm does not identify as an active ESG investor and is not structured as a capital allocator. Glass Jacobson received recognition from FA Magazine as one of the Top RIA Firms in 2020.