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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