GLASSMAN WEALTH MANAGEMENT LLC
Firm details
- Headquarters
- ,
- CRD number
- 167463
- Registered since
- May 6, 2013
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges
- Client types
- HNWI85.73%
- Individuals14.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Glassman Wealth Management LLC is an independent RIA focused on financial planning and portfolio management for individuals, families and small business owners. The firm leans strongly toward fixed-income management, with a marked allocation to U.S. government bonds. Its advisory model is fee-for-service, charging hourly fees rather than an asset-based wrap, and it operates as a single-owner limited liability company registered with the SEC since 2013. Glassman Wealth emphasizes discretionary portfolio management and financial planning over institutional consulting or multi-state expansion.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds52%
- Exchange Traded Equities32%
- State & Local Bonds7%
- Cash & Cash Equivalents5%
- Other4%
Owners & executives
1 of 1JAY GLASSMAN
President and Chief Compliance OfficerCRD 2491695
Contacts
1 of 1JEAN GLASSMAN
Vice PresidentCRD 6183874
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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