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| Happy Holidays!! thanks for using AUM13F!! |
| Glass Jacobson Investment Advisors LLC
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|---|---|
| CRD # | 120141 |
| SEC # | 801-62867 |
| CIK # | 0001964394 |
| AUM | $904.1 M (2025-05-01) |
| Employees | 19 (95% Investors, 11% Brokers) |
| Phone | 410-356-1000 |
| Address | 10055 Red Run Blvd Owings Mills, MD 21117 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001964394 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.8 | ||
| SPDR Gold Trust | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 458 | 276.2 |
| (b) Individuals (high net worth individuals) | 165 | 625.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 1.9 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,651 | 904.1 |
| By Discretionary | ||
| Discretionary | 1,604 | 887.5 |
| Non-Discretionary | 47 | 16.6 |
| Total | 1,651 | 904.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 904.1 | |
| Total | 1,651 | 904.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001964394] |
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