GLASS JACOBSON INVESTMENT ADVISORS, LLC
Doing business as GLASS JACOBSON WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$928,010,356
Discretionary
$926,199,273
Non-discretionary
$1,811,083
Firm details
- CRD number
- 120141
- SEC file number
- 801-62867
- Main office
- OWINGS MILLS, MD, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.