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GLASHOFER FINANCIAL ADVISORS
PAUL J. GLASHOFER ENTERPRISES, INC.
CRD 146262 · SEC 801-121792
MD, United States
Phone
301-424-4432
Fax
301-424-4435
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$284.3M
Discretionary AUM
$269.3M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $20.5M |
| High net worth individuals | 81 | $250.7M |
| Charitable organizations | 6 | $1.6M |
| Insurance companies | 1 | $11.4M |
States served
MD, NY
Official SEC filing: View on IAPD