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
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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