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Glassman Wealth Management LLC

● SEC registered since 2013CRD 167463SEC# 801-78005
Export (members)
Reg. AUM
$44.7M
Employees
2
Accounts
55
Location

Glassman Wealth Management LLC assets under management

Glassman Wealth Management LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2013. It reports $44.7 million in regulatory assets under management and employs 2 people.

Glassman Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Jay Toby Glassman ControlPresident And Chief Compliance Officer50-75%2011
Jean Buttz Glassman ControlVice President50-75%2011

Frequently asked questions

How much does Glassman Wealth Management LLC manage?

Glassman Wealth Management LLC reports $44.7 million in regulatory assets under management on its Form ADV.

How many employees does Glassman Wealth Management LLC have?

Glassman Wealth Management LLC reports 2 employees.

Does Glassman Wealth Management LLC disclose fund performance?

Glassman Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone914-629-3694
Office hours8a.m. To 6 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$44.7M
Non-discretionary$0
Total (RAUM)$44.7M