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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Paul J Glashofer Enterprises Inc
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|---|---|
| CRD # | 146262 |
| SEC # | 801-121792 |
| CIK # | |
| AUM | $281.3 M (2025-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 301-424-4432 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 46.5 |
| (b) Individuals (high net worth individuals) | 39 | 216.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 7.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 10.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 281.3 |
| By Discretionary | ||
| Discretionary | 115 | 262.8 |
| Non-Discretionary | 7 | 18.5 |
| Total | 122 | 281.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.3 | |
| Total | 122 | 281.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Redwood Wealth Management Group LLC
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|
NJ | 0.3 |
|
Douglas Capital Management Inc
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|
FL | 0.3 |
|
Joel Adams and Associates Inc
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|
NC | 0.3 |
|
RMW Advisors LLC
✚
|
TX | 0.3 |
|
Slayton Lewis Inc
✚
|
UT | 0.3 |
|
Switchpoint Financial Planning LLC
✚
|
UT | 0.3 |
|
Quartz Partners LLC
✚
|
NY | 0.3 |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 0.3 |
|
Stableford Capital LLC
✚
|
AZ | 0.3 |
|
Gutierrez Wealth Advisory LLC
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|
AR | 0.3 |