Glashofer Financial Advisors

Overview

Glashofer Financial Advisors is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional relationships and blends investment advisory with insurance brokerage services. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and pension consulting work. Fees are charged on a percentage-of-AUM basis and via hourly billing for some services. The firm is not identified as an active ESG investor. It is not structured as a capital allocator or as a related adviser and is not designated a multi-state or newly formed adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices