Glatt And Associates, LLC
Glatt And Associates, LLC (CRD# 119628) is a financial advisory firm headquartered in , . They manage $20,541,984 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Glatt And Associates, LLC
By the Numbers
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Total Assets Under Management21MILLION
-
Total Number of Accounts36ACCOUNTS
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Average Account Value$570,611
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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.
CA
Financial Advisors at Glatt And Associates, LLC
1
Robert Glatt (CRD# 4511436) is an Investment Advisor Representative working at Glatt And Associates, LLC in Moorpark, CA and has over 22 years of experience in the finance industry.
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