Glatt And Associates, LLC

Overview

Glatt And Associates, LLC is a small, independent registered investment adviser that serves individuals and families with a mix of financial planning and discretionary portfolio management. The firm combines advisory services with insurance brokerage, offering both traditional wealth management and insurance solutions to its client base. Fee arrangements are flexible — a blend of percentage of AUM, hourly charges and fixed fees — which supports both ongoing portfolio relationships and project-based planning engagements. Investment activity is concentrated in exchange-traded equities and equity-focused separate managed accounts. The adviser maintains a clear preference for liquid, publicly traded instruments and runs all discretionary assets under its management. Glatt And Associates does not present itself as a capital allocator or a multi-state, ESG-focused or pension consultant adviser; its mandate appears centered on straightforward portfolio management and financial planning for a limited number of households and small business owners.

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Public Holdings

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Location & Offices