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Building 2GLASHOFER FINANCIAL ADVISORS

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Phone301-424-4432
NotebookSEC #801-121792
Total AUM
$284.3M
Employees
3
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPT ONLY
Monday - Friday
Phone
301-424-4432

ReceiptFinancials

Total AUM
$284.3M
Accounts
379
Discretionary
$269.3M
Accounts
372
Non-Discretionary
$15M
Accounts
7

ContactClients

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Individual Clients
75
AUM
$20.5M
HNW Individual Clients
81
AUM
$250.7M
Charitable Organization Clients
6
AUM
$1.6M
Insurance Company Clients
1
AUM
$11.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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