Glass Jacobson Investment Advisors, LLC is a large advisory firm based in Owings Mills. It manages $401.07 million of regulatory assets for 1,131 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, District of Columbia, Florida, and 7 other states.
Glass Jacobson Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm also engages as educational materials.
The assets under management (AUM) of Glass Jacobson Investment Advisors, LLC is $401.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 177% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Glass Jacobson Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Glass Jacobson Investment Advisors is high net worth individuals with 112 clients and $267.04 million of assets under management. Among the 8 most similar advisory firms, Glass Jacobson Investment Advisors has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $401.07 million for 424 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Glass Jacobson Investment Advisors doesn't advise any private funds.
The company employs 14 people that are either part- or full-time employees. 93 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Glass Jacobson Investment Advisors, LLC performs its advisory services is located at 10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117 The mailing address of the firm is 800 King Farm Blvd., Rockville, MD 20850. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 410-356-1000 or by fax 410-356-2892. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at twitter.com/glassjacobson?lang=en.