PPrivate Fund Data Log in Join · $37/mo

Glassy Mountain Advisors, Inc.

● SEC registered since 2021CRD 314937SEC# 801-121469Bethesda, MD
Export (members)
Reg. AUM
$334.9M
Employees
6
Accounts
324
Location
Bethesda, MD

Glassy Mountain Advisors, Inc. assets under management

Glassy Mountain Advisors, Inc. is an investment advisory firm registered with the SEC based in Bethesda, MD. The firm has been registered since 2021. It reports $334.9 million in regulatory assets under management and employs 6 people.
www.glassymountainadvisors.comView on SEC.gov ↗

Glassy Mountain Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Ross Jordan Smyth ControlPresident, Senior Wealth Advisor, CcoOver 75%2021

Frequently asked questions

How much does Glassy Mountain Advisors, Inc. manage?

Glassy Mountain Advisors, Inc. reports $334.9 million in regulatory assets under management on its Form ADV.

How many employees does Glassy Mountain Advisors, Inc. have?

Glassy Mountain Advisors, Inc. reports 6 employees.

Where is Glassy Mountain Advisors, Inc. located?

Glassy Mountain Advisors, Inc. is based in Bethesda, MD and has been SEC-registered since 2021.

Does Glassy Mountain Advisors, Inc. disclose fund performance?

Glassy Mountain Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7200 Wisconsin Avenue, Suite 500, Bethesda, MD 20814
Phone(301) 541-8900
Fax(240) 235-7443
Office hoursBy Appt. Only
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$334.9M
Non-discretionary$0
Total (RAUM)$334.9M