STOEVER GLASS WEALTH MANAGEMENT, INC.

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Adviser Profile

As of Date:

08/27/2023

Adviser Type:

- Large advisory firm


Number of Employees:

11

of those in investment advisory functions:

7


Registration:

New York, Terminated, 7/29/2021

Other registrations (2)
AUM:

242,963,360 18.97%

of that, discretionary:

74,632,263 20.62%

GAV:

0

Avg Account Size:

324,817 11.17%

% High Net Worth:

39.90% -8.91%


SMA’s:

YES

Private Funds:

0

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
155M 133M 111M 89M 67M 44M 22M
2016 2017 2018 2019 2020 2021 2022

Recent News

Private Funds

No private funds

Employees