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| Keyboard |
| Paul J Glashofer Enterprises Inc
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|---|---|
| CRD # | 146262 |
| SEC # | 801-121792 |
| CIK # | |
| AUM | 284.3 M (2026-06-16) |
| 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) | 75 | 20.5 |
| (b) Individuals (high net worth individuals) | 81 | 250.7 |
| (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 | 1.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 11.4 |
| (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 | 379 | 284.3 |
| By Discretionary | ||
| Discretionary | 372 | 269.3 |
| Non-Discretionary | 7 | 15.0 |
| Total | 379 | 284.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.3 | |
| Total | 379 | 284.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oak Advisors LLC
✚
|
SC | 284.7 M |
|
Oath Planning LLC
✚
|
OK | 284.7 M |
|
Open Window Financial Solutions Ltd
✚
|
NV | 284.4 M |
|
Benningfield Financial Advisors LLC
✚
|
CA | 284.3 M |
|
The Foundry Financial Group Inc
✚
|
NH | 284.2 M |
|
Freeman Will & Niemeier Inc
✚
|
IN | 284.2 M |
|
Smith Brown & Groover Inc
✚
|
GA | 284.2 M |
|
Cane Capital Partners LLC
✚
|
LA | 284.1 M |
|
Bespoke Advisory LLC
✚
|
CO | 284.0 M |
|
Griffin Family Partners LLC
✚
|
283.9 M |