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Glass Jacobson Wealth Advisors
GLASS JACOBSON WEALTH ADVISORS is an SEC-registered investment adviser in OWINGS MILLS, MD, since 2004. The firm manages $928 million in assets, $926 million...
Glass Jacobson Wealth Advisors
GLASS JACOBSON WEALTH ADVISORS is an SEC-registered investment adviser in OWINGS MILLS, MD, since 2004. The firm manages $928 million in assets, $926 million on a discretionary basis. It has 9 employees and 9 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Owings Mills
Corporate office
Owings Mills, MD, United States
Principals
Mark Glass
Principal
Mike Jacobson
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Glass Jacobson Wealth Advisors?
Principals Mark Glass and Mike Jacobson oversee investment decisions, according to public registration records. Their backgrounds include financial advisory roles, though specific credentials or prior firm affiliations are not extensively documented in public sources.
Is Glass Jacobson Wealth Advisors a single-family office or an RIA?
The firm is registered as an RIA with the SEC, not a family office. It serves multiple clients, primarily high-net-worth individuals, rather than managing a single family's wealth.
What investment stages does Glass Jacobson Wealth Advisors typically target?
The firm does not specialize by stage; its approach is client-driven, focusing on financial planning for individuals. Direct private-market investments are not a disclosed emphasis.
Does Glass Jacobson Wealth Advisors participate in fund commitments or direct deals?
Public records do not indicate participation in fund commitments or direct deals. The firm appears to act as a traditional wealth manager, allocating client assets across public markets and alternative investments as appropriate.
Where does the underlying wealth come from for clients of Glass Jacobson Wealth Advisors?
Client wealth sources are not publicly disclosed. The firm's principals do not derive personal wealth from a disclosed family fortune, and the firm serves external clients rather than managing proprietary capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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