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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 04-25-2002
- Office Locations
- 1
Office Locations
About Glatt AND Associates, LLC
Glatt and Associates, LLC provides strategic business planning, financial management consulting, and wealth/investment management for business owners—often partnering with founders who have strong sales/marketing or engineering strengths to fill the finance leadership gap. The firm focuses on clients in professional services, high technology, manufacturing and related industries, and implements portfolio allocation primarily via ETFs, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT GLATT
Chief Compliance Officer, Partner, President
- CRD
- #4511436
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,795,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,795,903 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,795,903
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,746,246,208 | 77.0% |
| Cash | $1,716,411,205 | 23.0% |
| Total | $7,462,657,413 | 100.0% |