Glashofer Financial Advisors

Overview

Glashofer Financial Advisors is an independent registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm blends fee-based portfolio management with financial planning and insurance brokerage, charging a mix of assets-under-management fees and hourly advisory fees. Its stated investment preference leans toward equities, with a notable allocation to non-exchange-traded equity positions. Glashofer offers portfolio management for individuals and small businesses, financial planning, and pension consulting services, and does not operate as a capital allocator—meaning it relies on external fund managers for third-party alternative investments rather than running proprietary funds. Investment activity shows a tilt toward concentrated equity exposure complemented by negotiated access to private-market strategies. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. Service delivery appears to target a mix of comprehensive wealth planning and discretionary portfolio oversight, with the flexibility to provide non-discretionary advice where clients prefer to retain trading control.

Assets & Accounts

Investments & Alternatives

Location & Offices