Glassman Wealth Services is an investment advisor in Vienna with $1.94 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
270896966
SEC advisor number
801-70562
FINRA CRD number
151478
AUM ?
$2.05 bn
(as of 27 Mar 24)
Accounts
2,720
(as of 27 Mar 24)
Employees
18
(11 investment advisory or research)
Address
Glassman Wealth Services
8000 TOWERS CRESCENT DRIVE #1450
VIENNA
VA 22182
8000 TOWERS CRESCENT DRIVE #1450
VIENNA
VA 22182
Phone
703-534-4444
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Aug 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22