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Building 2GLASSMAN WEALTH SERVICES, LLC

Map pinVIENNA, VA
Phone703-534-4444
NotebookSEC #801-70562
Total AUM
$2.6B
Employees
21
Clients
399

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8000 TOWERS CRESCENT DRIVE
SUITE 1450
VIENNA
VA 22182
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
703-534-4444
Other Offices
16

ReceiptFinancials

Total AUM
$2.6B
Accounts
3,038
Discretionary
$2.4B
Accounts
2,837
Non-Discretionary
$152.4M
Accounts
201

ContactClients

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Individual Clients
57
AUM
$31M
HNW Individual Clients
302
AUM
$2.4B
Pension/Profit Sharing Plan Clients
35
AUM
$33.1M
Charitable Organization Clients
5
AUM
$63.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLILMAMDNCNHNJNYPATXUTVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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