G
CRD: 146262
Glashofer Financial Advisors
Potomac, MD
3014244432
$284.3M Total AUM
$269.3M Disc. AUM
18.1% 3Y CAGR
3 Employees
165 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-23-2012
- Office Locations
- 1
Office Locations
-- Potomac MD
About Glashofer Financial Advisors
Glashofer Financial Advisors is a Potomac-based RIA. The firm has been operating for 14 years. Managing $284.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$142.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Timber summit Foundation harbor
Investment Vehicles
Value
Platform
Matrix
Services
North foundation Frontier legacy
Owner & Executives
P
PAUL JASON GLASHOFER
Chief Compliance Officer, President
- CRD
- #1781035
- Ownership
- 75% or more
(805) 381-4090
summit.horizon@glaciercapital.com
in linkedin.com/in/optima-crest
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,280,000 | $723,871 |
| Non-Discretionary | $14,985,000 | $2,140,714 |
| Total | $284,265,000 | $750,040 |
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Separately Managed Accounts
Total SMA Asset: $284,265,000
Equity - Exchange:
30.9% Cash:
8.7% U.S. Government/Agency:
14.0% Other:
23.1% Corporate - Investment Grade:
23.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,590,631,158 | 30.9% |
| Cash | $447,847,608 | 8.7% |
| U.S. Government/Agency | $720,674,311 | 14.0% |
| Other | $1,189,112,613 | 23.1% |
| Corporate - Investment Grade | $1,199,407,961 | 23.3% |
| Total | $5,147,673,651 | 100.0% |