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
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Glatt And Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Glatt, financial advisor Moorpark CA
Robert Glatt
CRD#: 4511436
Moorpark, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals