Glassman Wealth Services

EST. AUM
$2,556,853,431

CONTACTS
15

CLIENT ACCOUNTS
3,038

Firm Details

Metro area Washington, DC
CRD Number 151478
Website glassmanwealth.com
Client types

Overview

Glassman Wealth Services is an RIA near Washington D.C. with offices in Vienna, VA and Bethesda, MD. Their clients include individuals, high net worth, foundations, and profit-sharing plans. They do primarily use mutual funds but will allocate to ETFs and alternative products for qualified clients. Certain client portfolios do have exposure to DFA mutual funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Glassman Wealth Services

Platform Details

Investment Preferences

Alternative Activity

Address

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