GLASS JACOBSON WEALTH ADVISORS

RIASEC RegisteredEst. 2004
Total AUM
$928M
Discretionary
$926M
100% of AUM
Avg account
$629K
Accounts
1,475
Employees
9
Advisory reps
14

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 is an independent registered investment adviser organized as an LLC and operating since 2004. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory services include financial planning, portfolio management for individuals/small businesses and for institutions, and pension consulting. Fee arrangements are varied: percentage-of-AUM, hourly, fixed fees and other fee structures are used depending on client needs. The firm does not position itself as a capital allocator to other managers and is not classified as an active ESG investor. Glass Jacobson was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Cash & Cash Equivalents 9%, US Government Bonds 5%, Exchange Traded Equities 4%, Other 2%, Investment Grade Corp Bonds 1%79%
  • Public Funds/Mutual Funds79%
  • Cash & Cash Equivalents9%
  • US Government Bonds5%
  • Exchange Traded Equities4%
  • Other2%

Owners & executives

1 of 1

  • MICHAEL COHEN

    Managing Director, Chief Financial OfficerCRD 2828880

Contacts

3 of 13

  • STEVEN ALBERT

    Managing Director, Tax ServicesCRD 5117252

  • Todd Norris

    Senior Wealth AdvisorCRD 5415707

  • EDWARD JACOBSON

    Managing DirectorCRD 3099582

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 405

Active vs passive

$279M in ETFs

Passive

64%

$177M

Active

35%

$102M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$10M221,6863.59%
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Location

Primary office

OWINGS MILLS, MD

BALTIMORE

Location

OWINGS MILLS, MD

Headquartered in OWINGS MILLS, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
10055 Red Run Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth