Glass Jacobson Financial Group Review


Trust Score 77%
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Last updated: May 26th, 2019. Data source: SEC filings.

Glass Jacobson Financial Group, federally registered in 2004, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 11 advisors. Glass Jacobson Financial Group manages $401.1 million and provides investment advisory services for 424 clients (1:39 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $150,000
Average Client Balance $945,918
Hybrid Advisor Yes
Disciplinary History No
Total AUM $401.1 million
Advisor / Client Ratio 1:39
Headquarters Owings Mills, MD
SEC Filings Forms and Brochures    (CRD # 120141)
State(s) Registered CA, DC, FL, MD, MA, NJ, NY, PA, VA, WV


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