1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GLASSMAN WEALTH MANAGEMENT LLC

Map pin
Phone914-629-3694
NotebookSEC #801-78005
Total AUM
$46.5M
Employees
2
Clients
25

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8AM TO 6 PM
Monday - Friday
Phone
914-629-3694

ReceiptFinancials

Total AUM
$46.5M
Accounts
55
Discretionary
$46.5M
Accounts
55
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
12
AUM
$6.6M
HNW Individual Clients
13
AUM
$39.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account