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Building 2GLASS JACOBSON WEALTH ADVISORS

Map pinOWINGS MILLS, MD
Phone443-384-6888
NotebookSEC #801-62867
Total AUM
$928M
Employees
9
Clients
504

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10055 RED RUN BLVD
SUITE 160
OWINGS MILLS
MD 21117
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
443-384-6888

ReceiptFinancials

Total AUM
$928M
Accounts
1,475
Discretionary
$926.2M
Accounts
1,469
Non-Discretionary
$1.8M
Accounts
6

ContactClients

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Individual Clients
350
AUM
$285.8M
HNW Individual Clients
151
AUM
$640M
Pension/Profit Sharing Plan Clients
2
AUM
$2M
Charitable Organization Clients
1
AUM
$269.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALES

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMDMINCNJNYOHPAVAWV

HandshakeAffiliates

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

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