What Information is Collected and How it May be Used
- What is Non-Public Personal Information?
The term “Non-Public Personal Information” is defined for this policy as information that is not able to be found via public channels. It includes, but is not limited to, SSN, addresses, investment objectives, financial situation, financial plan, tax information, investment holdings, account numbers, and account balances.
- How Personal Information May be Collected, Used, or Shared Through
your use of our website:
- Your Voluntary Submission of Additional Personal Information:
If you voluntarily submit information to us through this website (for example, in a request for general information or through the submission of a business proposal) we may record and use any personal information that you provide, such as your name, telephone number and e-mail address. This information may be used to fulfill your request or for internal business purposes.Glassman Wealth personnel may have access to our Client Portal. To obtain a user-id and password to access our Client Portal, you may be asked to provide us with your name, telephone number, and e-mail address. We may record and use any such personal information to monitor access to our Client Portal and to ensure the security thereof.
- How We May Share Your Personal Information:
GWS does not sell your personal information. However, we may share your personal information with service providers who are contracted to operate our website, and employ other service providers to perform work on our behalf, such as hosting this website or operating our Client Portal. These persons may have access to the personal information you submit through this website, but only for the purpose of performing their duties in connection with this website. These persons may not use your personal information for any other purpose.We may also share your personal information for our business purposes with, for example, broker-dealer, account custodian, record keeper, performance reporting, customer relationship management, insurance, proxy voting, accountants, attorneys, or other service providers as necessary to conduct business processes on behalf of Glassman Wealth.
Questions and Contact Information
8000 Towers Crescent Drive
Vienna, VA 22182