Overview
Assets Under Management: $248 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 152
Average Client Assets: $1.5 million
Frequently Asked Questions
STOEVER GLASS WEALTH MANAGEMENT, 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 #173091), STOEVER GLASS WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
STOEVER GLASS WEALTH MANAGEMENT, INC. is headquartered in NEW YORK, NY.
STOEVER GLASS WEALTH MANAGEMENT, INC. serves 152 high-net-worth clients according to their SEC filing dated November 14, 2024. View client details ↓
According to their SEC Form ADV, STOEVER GLASS WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
STOEVER GLASS WEALTH MANAGEMENT, INC. manages $248 million in client assets according to their SEC filing dated November 14, 2024.
According to their SEC Form ADV, STOEVER GLASS WEALTH MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 152
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.27%
Average Client Assets: $1.5 million
Total Client Accounts: 799
Discretionary Accounts: 114
Non-Discretionary Accounts: 685
Regulatory Filings
CRD Number: 173091
Filing ID: 1913648
Last Filing Date: 2024-11-14 18:17:00