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Bart William Scheffel

GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, Maryland
Unclaimed Profile
10451 MILL RUN CIRCLE, OWINGS MILLS, MD 21117CRD# 4882696Firm CRD# 120141
01

About

Bart William Scheffel is a registered financial advisor based in OWINGS MILLS, Maryland, affiliated with GLASS JACOBSON INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GLASS JACOBSON INVESTMENT ADVISORS, LLC
GLASS JACOBSON WEALTH ADVISORS
AUM
$817M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at GLASS JACOBSON INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALES
Regulatory
SEC/IARD CRD# 4882696
Firm CRD# 120141
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bart William Scheffel offer?
Bart William Scheffel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Bart William Scheffel's credentials?
Bart William Scheffel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bart William Scheffel located?
Bart William Scheffel is based in OWINGS MILLS, Maryland, working with GLASS JACOBSON INVESTMENT ADVISORS, LLC. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.
How does Bart William Scheffel charge for services?
Bart William Scheffel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees; revenues from educational product sales. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLASS JACOBSON INVESTMENT ADVISORS, LLC?
GLASS JACOBSON INVESTMENT ADVISORS, LLC has approximately 21 employees and manages $817M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Harris Hyman — GROTECH MANAGEMENT COMPANYDonald Nathan Hoffman — THE PROSPERITY CONSULTING GROUP, LLCJeffrey Mark Kleeman — THE PROSPERITY CONSULTING GROUP, LLCMark Raymond Topolski — THE PROSPERITY CONSULTING GROUP, LLCLindsay Redfield — GREENSPRING ASSOCIATES, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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