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NICHOLAS HOFFMAN & COMPANY, LLC

1355 Peachtree St.,Ste 1450
Atlanta, Georgia 30309
Tel: 404-815-5050

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About NICHOLAS HOFFMAN & COMPANY, LLC

NICHOLAS HOFFMAN & COMPANY, LLC, formally registered with the SEC as NICHOLAS HOFFMAN & COMPANY, LLC. The firm was established in 09/14/2007. They have over 2 offices throughout the country.

NICHOLAS HOFFMAN & COMPANY, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $6,681,567,764 assets under management, offering retirement planning & investment advisory services to 2124 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#144516
SEC#801-68306
Assets Managed by Firm$6,681,567,764
No. of Clients2124
No. of Advisors23

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2124$6,681,567,764
Individuals (other than high net worth individuals)111$36,377,807
High net worth individuals266$6,301,337,189
Pension and profit sharing plansFewer than 5 clients$2,656,818
Charitable organizations9$341,195,950

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