Glass Jacobson Wealth Advisors
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
FINTRXOverview
Glass Jacobson Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2004. The firm serves a mix of individual and family clients plus institutional relationships and offers comprehensive advisory workstreams that include financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and pension consulting. Its compensation arrangements are flexible—advice can be billed as a percentage of assets under management, hourly fees, fixed fees or other structures. The firm is not positioned as a multi-state adviser or a capital allocator and does not identify as an active ESG investor. Glass Jacobson Wealth Advisors received recognition in FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 395Active vs passive
$306M in ETFs
64%
$196M
35%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $11.1M | 213,844 | 3.61% |
Location
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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