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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...
Overview
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
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.
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.
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