Investment adviser · CRD 146262
GLASHOFER FINANCIAL ADVISORS
Investment adviser filing (IA)
PAUL J. GLASHOFER ENTERPRISES, INC.
· Form ADV filed Jun 16, 2026
- Regulatory AUM
- $284M Form ADV · Item 5.F
- Client accounts
- 379 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 81 | $250,748,740 | 88.2% |
| Individuals | 75 | $20,458,110 | 7.2% |
| Insurance companies | 1 | $11,434,150 | 4.0% |
| Charities | 6 | $1,624,000 | 0.6% |
Filing source
Form ADV 2113471 · Jun 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly
Principal office
CRD 146262
Filing source
Form ADV 2113471 · Jun 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.