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Glassman Wealth Services

Glassman Wealth Services

Financial ServicesFlag of USMcLean, Virginia, United States11-20 Employees

Company overview

Headquarters8000 Towers Crescent Drive, Suite 1450, Vienna, Virginia 22182, US
Phone number+17035344444
Website
NAICS52
SIC628
Keywords
Tax Planning, Wealth Management, Financial Planning, Estate Planning, Investment Management, Philanthropic Planning, Insurance Review
Founded2009
Employees11-20
Socials

Key Contact at Glassman Wealth Services

Flag of US

Sean Preston

Director Of Research And Investment Operations

Glassman Wealth Services Email Formats

Glassman Wealth Services uses 3 email formats. The most common is {first initial} (e.g., j@glassmanwealth.com), used 66.7% of the time.

FormatExamplePercentage
{first initial}
j@glassmanwealth.com
66.7%
{first name}
john@glassmanwealth.com
22.2%
{first initial}{last name}
jdoe@glassmanwealth.com
11.1%

About Glassman Wealth Services

At Glassman Wealth Services, we are here to help uncomplicate the financial decisions you need to make now, and we continue to guide you as your life’s situations change. First, and most importantly, we are a fiduciary which means that we put your interests first. Period. We sell no products, we have no quotas. Our relationship with you and your family is unbiased and dedicated solely to your best interests. Next, we put you at the center of what we do by designing our services to meet your needs. Whether you’re looking for investment strategies to help you meet your goals, or require more comprehensive financial planning, our deep experience and expertise are here to help you effectively manage your family’s wealth. We invite you to explore the difference through our Investment Management and Financial Planning services. Or Contact Us at 703-534-4444 to begin a conversation. Disclaimer: Reviews presented are considered testimonials of Glassman Wealth and were not solicited. Reviewers may be existing Glassman Wealth Clients, have not been compensated, nor received any direct or indirect benefit. Services and performance described may not be the same as those experienced by the testimonial party. No testimonial, ranking, or recognition should be construed as a current or past endorsement of Glassman Wealth by any of its clients.

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Glassman Wealth Services revenue & valuation

Annual revenue$4,420,000
Revenue per employee$260,000
Estimated valuation?$14,200,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Vice President
C-Suite

Employees by Department

Glassman Wealth Services has 12 employees across 3 departments.

Departments

Number of employees

Funding Data

Glassman Wealth Services has never raised funding before.

Glassman Wealth Services Tech Stack

Discover the technologies and tools that power Glassman Wealth Services's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Cloudflare Bot Management

Cloudflare Bot Management

Security

Gravity Forms

Gravity Forms

Form builders

WP Rocket

WP Rocket

Caching

Beaver Builder

Beaver Builder

WordPress plugins

Wistia

Wistia

Video players

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

jQuery

jQuery

JavaScript libraries

HTTP/3

HTTP/3

Miscellaneous

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Frequently asked questions

Glassman Wealth Services is located in McLean, Virginia, US.
You can reach Glassman Wealth Services at +17035344444.
Glassman Wealth Services was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.
Glassman Wealth Services has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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