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Building 2STOEVER GLASS WEALTH MANAGEMENT, INC.

Map pinNEW YORK, NY
Phone212-952-1910
NotebookSEC #801-107810
Total AUM
$247.9M
Employees
8
Clients
467

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 WALL STREET, 7TH FLOOR
NEW YORK
NY 10005
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
212-952-1910
Other Offices
1

ReceiptFinancials

Total AUM
$247.9M
Accounts
799
Discretionary
$93.1M
Accounts
114
Non-Discretionary
$154.8M
Accounts
685

ContactClients

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Individual Clients
307
AUM
$15.9M
HNW Individual Clients
152
AUM
$226.2M
Pension/Profit Sharing Plan Clients
2
AUM
$1.7M
Charitable Organization Clients
1
AUM
$49.5K
Corporation or Business Clients
5
AUM
$3.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
AZCACOCTFLGAILLAMAMDMEMIMNMOMTNCNHNJNYOHORPARISCTXVAVTWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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