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| Paul J Glashofer Enterprises Inc
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| |
|---|---|
| CRD # | 146262 |
| SEC # | 801-121792 |
| CIK # | |
| AUM | $203.3 MM (2024-03-29) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 301-424-4432 |
| Address | 11906 Whistler Court Potomac, MD 20854 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 38.5 |
| (b) Individuals (high net worth individuals) | 33 | 155.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 2 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 8.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 203.3 |
| By Discretionary | ||
| Discretionary | 113 | 193.2 |
| Non-Discretionary | 9 | 10.0 |
| Total | 122 | 203.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 203.3 | |
| Total | 122 | 203.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Loyola Asset Management LLC
✚
|
FL | 0.2 |
|
Connecticut Capital Management Group LLC
✚
|
CT | 0.2 |
|
Anson Capital Inc
✚
|
GA | 0.2 |
|
Braun-Bostich & Associates Inc
✚
|
PA | 0.2 |
|
Doceo Wealth LLC
✚
|
ID | 0.2 |
|
TABR Capital Management LLC
✚
|
CA | 0.2 |
|
Vermillion & White Wealth Management Group LLC
✚
|
PA | 0.2 |
|
J Team Financial Inc
✚
|
TX | 0.2 |
|
Cooper Capital Advisors LLC
✚
|
CA | 0.2 |
|
Melone Private Wealth LLC
✚
|
MI | 0.2 |