Glass Jacobson Wealth Advisors Revenue
Financial Services • 
10055 Red Run Blvd, Owings Mills, United States • 51-100 Employees
Glass Jacobson Wealth Advisors revenue & valuation
| Annual revenue | $23,000,000 |
| Revenue per employee | $426,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $73,600,000 |
| Total funding | No funding |
Key Contacts at Glass Jacobson Wealth Advisors
Michael K. Creamer Cpa
Managing Director Rockville Office, Director Of Wealth Advisory Services
Ed Jacobson
Director
Richard Osikowicz
Director Of Retirement Plan Services
Bart Scheffel
Director
Michael Cohen
Managing Director
Randy Day
Director Of Operations
Stacey Shuman
Human Resources Director
Steven Albert
Managing Director-Tax Services
Company overview
| Headquarters | 10055 Red Run Blvd, Owings Mills, Maryland 21117, US |
| Phone number | +15405458702 |
| Websites | |
| NAICS | 52 |
| SIC | 872 |
| Keywords | Insurance Services, Wealth Management, Strategic Business Consulting, Financial Planning, Investment Advisory, Retirement Plan Services, 401(K) Advisory Services, Divorce Advisory, Automated Investment Program |
| Founded | 2001 |
| Employees | 51-100 |
| Socials |
Glass Jacobson Wealth Advisors Email Formats
Glass Jacobson Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@glassjacobson.com), used 92.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@glassjacobson.com | 92.3% |
{first name}.{last name} | john.doe@glassjacobson.com | 7.7% |
About Glass Jacobson Wealth Advisors
Glass Jacobson Wealth Advisors helps individuals, families, and businesses to implement a personalized strategy to put you on the best path to achieve your financial goals. We are passionate and we strive to empower our clients to build wealth and protect their assets – whether it's business endeavors, investment choices, or tax strategies, Glass Jacobson Wealth Advisors provides unparalleled guidance with our holistic approach, reflecting our sincere desire to meet all your financial needs. Our seasoned team of professional investment analysts, advisors, and financial planners have extensive expertise and are passionate in optimizing your financial future. Our approach combines investment management with financial planning to chart a course that’s personal to you, your services, and your goals. The result is a cohesive approach to your finances and your future. We serve all of Maryland and Virginia and have clients across the US and worldwide.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Glass Jacobson Wealth Advisors has 29 employees across 6 departments.
Departments
Number of employees
Funding Data
Glass Jacobson Wealth Advisors has never raised funding before.
Glass Jacobson Wealth Advisors Tech Stack
Discover the technologies and tools that power Glass Jacobson Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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