| Name | Title | Ownership | Since |
|---|---|---|---|
| Avraham Avraham Levitan | Chief Compliance Officer | Under 5% | 2023 |
| Bart William Scheffel | Member | 10-25% | 2004 |
| Dovid Price | Member | Under 5% | 2024 |
Glass Jacobson Investment Advisors, LLC reports $904.1 million in regulatory assets under management on its Form ADV.
Glass Jacobson Investment Advisors, LLC reports 19 employees.
Glass Jacobson Investment Advisors, LLC is based in Owings Mills, MD and has been SEC-registered since 2004.
Glass Jacobson Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10055 Red Run Blvd, Suite 160, Owings Mills, MD 21117 |
| Phone | 443-384-6888 |
| Fax | 443-354-4870 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $887.5M |
| Non-discretionary | $16.6M |
| Total (RAUM) | $904.1M |