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Michael Wayne Cohen

GLASS JACOBSON INVESTMENT ADVISORS, LLC·OWINGS MILLS, Maryland
Unclaimed Profile
10451 MILL RUN CIRCLE, OWINGS MILLS, MD 21117CRD# 2828880Firm CRD# 120141
01

About

Michael Wayne Cohen 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
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES; REVENUES FROM EDUCATIONAL PRODUCT SALES
Regulatory
SEC/IARD CRD# 2828880
Firm CRD# 120141
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Wayne Cohen offer?
Michael Wayne Cohen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Michael Wayne Cohen's credentials?
Michael Wayne Cohen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Wayne Cohen located?
Michael Wayne Cohen 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 Michael Wayne Cohen charge for services?
Michael Wayne Cohen'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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