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Overview

Holdings

ETF Holdings

Assets

Assets

Last updated on May 9, 2019
    • $1.4B
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 176
      number of clients
    • $7.8M
      Estimated Average Account Balance Per Client

Services

Firm Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
    • -Other Financial Planning
    • -Tax Planning
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
  • Accounting & Tax
    • -Tax Advice
    • -Other Tax

Firm Client types

Advisors

Current Advisors

# of advisors

10

name start date
Barry Glassman, CFP®
September 2009
Candace Marita Lee
June 2017
Lindsay Elaine Garland
August 2014
David Dechiara Levitt
July 2018
Christine C Damico
December 2014

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Barry Scott Glassman Managing Member / Chief Compliance Officer September, 2009 75% or more
    Travis Jacob Russell Member January, 2019 5% to 10%
    Lindsay Garland Shetterly Member January, 2019 5% to 10%
      Source: SEC

      Fees

      Fee Only Firm
      $
      This firm has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements

      • Percentage Of Assets