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| Paul J Glashofer Enterprises Inc
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|---|---|
| CRD # | 146262 |
| SEC # | 801-121792 |
| CIK # | |
| AUM | $168.1 MM (2023-03-30) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 301-424-4432 |
| Address | 11906 Whistler Court Potomac, MD 20854 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 30.3 |
| (b) Individuals (high net worth individuals) | 29 | 129.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 2 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 8.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 168.1 |
| By Discretionary | ||
| Discretionary | 108 | 159.1 |
| Non-Discretionary | 9 | 8.9 |
| Total | 117 | 168.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.1 | |
| Total | 117 | 168.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
True Vision MN LLC
✚
|
MN | 0.2 |
|
Wisniewski Wealth Management LLC
✚
|
TX | 0.2 |
|
Michael Russo Ltd
✚
|
IL | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Winters Financial Group Inc
✚
|
CA | 0.2 |
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
BCK Partners Inc
✚
|
NY | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
Loudon Investment Management LLC
✚
|
NH | 0.2 |
|
VB&T Wealth Management LLC
✚
|
AZ | 0.2 |