Glashofer Financial Advisors is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 23, 2026, reports $284M in regulatory assets under management, 3 employees, and 379 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
81
2
Individuals
46.0%
75
3
Charitable
3.7%
6
4
Insurance Cos.
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 23, 2026
Discretionary94.7%
$269M
95% of total RAUM94.7%
Non-discretionary5.3%
$15M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$284M
Total Accounts379
10Y AUM Change+$154M (+117.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee54:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.