Glass Wealth Management, Co.

EST. AUM
$311,919,499

CONTACTS
3

CLIENT ACCOUNTS
367

Firm Details

Metro area San Antonio
CRD Number 114097
Website gwm-sa.com
Client types

Overview

Founded in 1988 by Edward M. Glass, Glass Wealth Management Co. provides investment services exclusively for high-net-worth individuals and families. The firm's professionals are investors, not market timers, and they design investment portfolios to endure throughout several business cycles, through market peaks and troughs. Core to their investment approach is the belief that an investor must know what they own and why they own it. It is therefore only in special cases that a client portfolio will hold any financial product. Their unwavering client focus, size, and location equip the firm to avoid the noise that often surrounds investment decisions and the financial industry. Relationship is paramount to their business. The firm believes that people hold dearly to three things, not necessarily in the following order: their family, their faith, and their finances. They accordingly understand the weight bestowed upon them when their clients trust them with the management of their investments. The safeguarding of client assets is the primary concern.

Platform Details

See in Dakota

Investment Preferences

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Alternative Activity

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Glass Wealth Management, Co.

Platform Details

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