Overview
Assets Under Management: $278 million
Headquarters: BETHESDA, MD
High-Net-Worth Clients: 85
Average Client Assets: $4 million
Frequently Asked Questions
GLASSY MOUNTAIN ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314937), GLASSY MOUNTAIN ADVISORS, INC. is subject to fiduciary duty under federal law.
GLASSY MOUNTAIN ADVISORS, INC. is headquartered in BETHESDA, MD.
GLASSY MOUNTAIN ADVISORS, INC. serves 85 high-net-worth clients according to their SEC filing dated August 13, 2024. View client details ↓
According to their SEC Form ADV, GLASSY MOUNTAIN ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
GLASSY MOUNTAIN ADVISORS, INC. manages $278 million in client assets according to their SEC filing dated August 13, 2024.
According to their SEC Form ADV, GLASSY MOUNTAIN ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.18
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 305
Discretionary Accounts: 305
Regulatory Filings
CRD Number: 314937
Last Filing Date: 2024-08-13 00:00:00
Website: https://glassymountainadvisors.com