Glassman Wealth Services

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

8000 Towers Crescent Dr Ste 1450, Vienna...

Phone Number

(703) 534-4444

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Glassman Wealth Services

Glassman Wealth is a fiduciary wealth management firm that specializes in personalized investment management, retirement planning, and tax and estate planning. The firm focuses on providing a holistic approach to financial well-being, ensuring comprehensive coordination among various financial advisors. With a commitment to low client-to-advisor ratios, Glassman Wealth aims to deliver proactive and tailored financial strategies to meet the unique goals of each client. Their services cater to individuals and families seeking trustworthy and responsive financial guidance.Explore more
Glassman Wealth Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Glassman Wealth Services Org Chart

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LC
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Chief Operating Officer

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AJ
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Client Operations Associate

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EG
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Operations Associate

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CP
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Client Services Operations Associate

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EK
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Operations Associate

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MJ
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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Glassman Wealth Services

<$5M
11-50
Private
-
2009
LC
Laura CheplakChief Operating Officer
$14.6M
11-50
Private
-
1986
GS
Graham StaffordResearch Vice President, Investment Management
$6.1M
51-200
Private
-
1998
MM
Margaret MunetsiDirector, Accounting & Tax
<$5M
1-10
Private
-
2007
Jp Geygan, Interim Chief Executive Officer & President at Global Value Investment
Jp GeyganInterim CEO & President
<$5M
11-50
Public
-
1996
NE
Nicola ElkinsBrand Management Head of Product Development
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Glassman Wealth Services Tech Stack

A closer look at the technologies used by Glassman Wealth Services

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Frequently Asked Questions Regarding Glassman Wealth Services

What is Glassman Wealth Services's official website?
Glassman Wealth Services's official website is www.glassmanwealth.com
What is Glassman Wealth Services's Revenue?
Glassman Wealth Services's revenue is <$5 Million
What is Glassman Wealth Services's SIC code?
Glassman Wealth Services's SIC: 62,628
What is Glassman Wealth Services's NAICS code?
Glassman Wealth Services's NAICS: 52,523
How many employees does Glassman Wealth Services have?
Glassman Wealth Services has 11-50 employees
What industry does Glassman Wealth Services belong to?
Glassman Wealth Services is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Glassman Wealth Services competition?
Glassman Wealth Services top competitors include: Pmc Investment Services, Strategic Wealth Services, Global Value Investment, First Asset
What technology does Glassman Wealth Services use?
Some of the popular technologies that Glassman Wealth Services uses are: DocuSign, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Glassman Wealth Services?
Glassman Wealth Services contact info: Phone number: (703) 534-4444 Website: www.glassmanwealth.com
What does Glassman Wealth Services do?

Glassman Wealth is a fiduciary wealth management firm that specializes in personalized investment management, retirement planning, and tax and estate planning. The firm focuses on providing a holistic approach to financial well-being, ensuring comprehensive coordination among various financial advisors. With a commitment to low client-to-advisor ra... tios, Glassman Wealth aims to deliver proactive and tailored financial strategies to meet the unique goals of each client. Their services cater to individuals and families seeking trustworthy and responsive financial guidance.Read More

What are Glassman Wealth Services social media links?
Glassman Wealth Services Linkedin page Glassman Wealth Services Twitter page Glassman Wealth Services Facebook page
Is Glassman Wealth Services a public company?
Glassman Wealth Services is private company therefore does not currently have an official ticker symbol
See more information about Glassman Wealth Services

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