Glass Lake Wealth Management
Glass Lake Wealth Management (CRD# 308121) is a financial advisory firm headquartered in , . They manage $16,610,000 in 61 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Glass Lake Wealth Management
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$272,295
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, NC, TX
Financial Advisors at Glass Lake Wealth Management
1
James Krapfel (CRD# 4656146) is an Investment Advisor Representative working at Glass Lake Wealth Management in Huntersville, NC and has 1 year of experience in the finance industry.
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