Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Glass Jacobson Wealth Advisors
- ·The full record, as it builds
Funding rounds
No funding rounds for Glass Jacobson Wealth Advisors are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Glass Jacobson Wealth Advisors
Provider of financial planning services intended to serve individuals, families, and businesses in Maryland, Virginia, and beyond. The company offers personal advisory, tax preparation and planning, accounting and audit, wealth management, divorce and litigation support, financial advisor services, financial planning and strategic consulting services, thereby helping clients build, manage, and protect wealth through coordinated, personalized financial strategies.
- Sector
- Financial Services
- HQ
- Owings Mills, MD, United States
- Employees
- 51
- Website
- glassjacobson.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Glass Jacobson Wealth Advisors doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Glass Jacobson Wealth Advisors shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Glass Jacobson Wealth Advisors in its N-PORT filings yet. We sweep new filings monthly.