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Home > Retirement Planners > california > ventura > HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
121 N. Fir Street, Suite D
Ventura, California 93001
Tel: 805-648-5300
About HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC, formally registered with the SEC as HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. The firm was established in 05/23/2022. They have over 1 offices throughout the country.
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. is a Ventura, California based Financial Planning firm with nearly $93,949,547 assets under management, offering retirement planning & investment advisory services to 254 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 134563 |
| SEC# | 801-125720 |
| Assets Managed by Firm | $93,949,547 |
| No. of Clients | 254 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 254 | $93,949,547 |
| Individuals (other than high net worth individuals) | 86 | $27,014,474 |
| High net worth individuals | 21 | $66,310,080 |
| Pension and profit sharing plans | 1 | $624,993 |
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