Glassman Wealth Services

  • Financial Services
  • Vienna VA
  • 19 employees
  • Financial Services
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Company Overview

Headquarters
8000 Towers Crescent Drive Suite 1450, Vienna VA
Website
glassmanwealth.com
Phone
(703) 534-4444
Employees
19
Founded in
2009
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$4B

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Who is Glassman Wealth Services

Glassman Wealth Services is a financial planning company located in Vienna, Virginia, with 19 employees. They generate approximately $4 million in annual revenue. This firm offers investment management and financial planning services to individuals and families. Their approach is centered around understanding their clients' unique needs and goals, tailoring strategies to meet those specific requirements. Glassman Wealth Services distinguishes itself by operating as a fiduciary, meaning they prioritize their clients' best interests above all else. They emphasize their unbiased approach, stating they do not sell products or have sales quotas, ensuring their recommendations are solely focused on client benefit. For inquiries or to discuss your financial planning needs, contact Glassman Wealth Services at 703-534-4444.

Company Leadership

Sean Preston

Director of Research and Investment Operations

Phone Email

Glassman Wealth Services Industry Tags

Investment Management
Wealth Management
Financial Planning
Tax Planning
Estate Planning
Philanthropic Planning
Insurance Review
B2B
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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Glassman Wealth Services Tech Stack

JavaScript
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FAQ

What is the location of Glassman Wealth Services's headquarters?
The headquarters of Glassman Wealth Services are situated at 8000 Towers Crescent Drive Suite 1450, Vienna VA
What is Glassman Wealth Services's phone number?
Glassman Wealth Services's contact number is (703) 534-4444.
What is Glassman Wealth Services's official website?
The official website of Glassman Wealth Services can be found at glassmanwealth.com.
What is Glassman Wealth Services's current revenue?
As of January 2015, Glassman Wealth Services's annual revenue reached $4B.
How many employees does Glassman Wealth Services currently have?
Glassman Wealth Services employs approximately 19+ people as of January 2015
Which industries is Glassman Wealth Services primarily operating in?
Glassman Wealth Services operates in the following industries: Finance, Credit
Who is the Director of Research and Investment Operations of Glassman Wealth Services?
Glassman Wealth Services's Director of Research and Investment Operations is Sean Preston
What are Glassman Wealth Services's industry tags?
Glassman Wealth Services's industry tags include: Investment Management, Wealth Management, Financial Planning
When was Glassman Wealth Services founded?
Glassman Wealth Services was founded in 2009.

Employee Directory

Key Employees

Colin Gerrety

Vice President & Client Advisor

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Elena K.

Customer Service Operations

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