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HOFER & ASSOCIATES WEALTH MANAGEMENT
90 E Thousand Oaks Blvd.
Suite 310
Thousand Oaks, California 91360
Tel: 805-557-8054
About HOFER & ASSOCIATES WEALTH MANAGEMENT
HOFER & ASSOCIATES WEALTH MANAGEMENT, formally registered with the SEC as HOFER & ASSOCIATES WEALTH MANAGEMENT. The firm was established in 06/02/2022. They have over 2 offices throughout the country.
HOFER & ASSOCIATES WEALTH MANAGEMENT is a Thousand Oaks, California based Financial Planning firm with nearly $174,810,075 assets under management, offering retirement planning & investment advisory services to 749 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282005 |
| SEC# | 801-125790 |
| Assets Managed by Firm | $174,810,075 |
| No. of Clients | 749 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 749 | $174,810,075 |
| Individuals (other than high net worth individuals) | 294 | $63,904,573 |
| High net worth individuals | 54 | $110,905,502 |
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