1355 Peachtree St.,Ste 1450
Atlanta, Georgia 30309
Tel: 404-815-5050
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 144516 |
SEC# | 801-68306 |
Assets Managed by Firm | $6,681,567,764 |
No. of Clients | 2124 |
No. of Advisors | 23 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2124 | $6,681,567,764 |
Individuals (other than high net worth individuals) | 111 | $36,377,807 |
High net worth individuals | 266 | $6,301,337,189 |
Pension and profit sharing plans | Fewer than 5 clients | $2,656,818 |
Charitable organizations | 9 | $341,195,950 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$79,457,379,980 | 1444 | 158 | |
$78,252,229,704 | 130 | 135 | |
$54,569,476,420 | 741 | 48 | |
$30,011,530,941 | 3811 | 127 | |
$26,738,929,617 | 39 | 84 |
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