Alan
Glassman

Riggs Asset Management Co Inc

CRD#2919395
Investment Advisor
in Dallas, PA

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About this Advisor

Alan Glassman is a financial advisor based out of Dallas, Pennsylvania with 26 years of relevant experience. Glassman is currently employed by Riggs Asset Management Co Inc. They have spent their entire time as a financial advisor at Riggs Asset Management Co Inc. Glassman maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in Pennsylvania. Riggs Asset Management Co Inc is a registered investment firm that has its headquarters in Dallas, PA. It has offices in two locations and a total of eight advisors. It handles $424 million in assets under management across its 797 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm serves six charitable organizations. Of its 797 accounts, 25% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and other services. Fees for financial advice typically depend on the services. However, fees charged by Riggs Asset Management Co Inc most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

26 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

The Grand Highlands Two Newberry Estates
Dallas, PA 18612

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Riggs Asset Management Co Inc Brokerage Details

Total Assets Under Management

$423,625,509

PA Average: $15,833,994,310
Total Number of Employees

8

PA Average: 41
Total Number of Accounts

797

PA Average: 3,342
Average Account Size

$531,525

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Alan Glassman Work History

Alan has been registered as a financial advisor for 26 years.*

1997 - Present (27 years)

Riggs Asset Management Co., Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alan Glassman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Riggs Asset Management Co Inc

Robert Graham
Dallas, PA
Susan Shoemaker
Dallas, PA
Elizabeth Graham
Dallas, PA
Robert Graham
Dallas, PA
Alan Glassman
Dallas, PA
Robert Graham
Bolivia, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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