GLASHOFER FINANCIAL ADVISORS
Total AUM
$284.3M
Employees
3Clients
163Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
BY APPT ONLY
Monday - Friday
Monday - Friday
Phone
301-424-4432
Financials
Total AUM
$284.3M
Accounts
379Discretionary
$269.3M
Accounts
372Non-Discretionary
$15M
Accounts
7
Clients
Individual Clients
75AUM
$20.5M
HNW Individual Clients
81AUM
$250.7M
Charitable Organization Clients
6AUM
$1.6M
Insurance Company Clients
1AUM
$11.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MDNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.