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Building 2GLASSY MOUNTAIN ADVISORS, INC.

Map pinBETHESDA, MD
Phone(301) 541-8900
NotebookSEC #801-121469
Total AUM
$369.8M
Employees
7
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7200 WISCONSIN AVENUE
SUITE 500
BETHESDA
MD 20814
United States
Operating Hours
BY APPT. ONLY
Monday - Friday
Phone
(301) 541-8900
Other Offices
8

ReceiptFinancials

Total AUM
$369.8M
Accounts
329
Discretionary
$369.8M
Accounts
329
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
43
AUM
$24.2M
HNW Individual Clients
84
AUM
$345.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CODCFLMDNCNYVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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