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Building 2HOFFMAN CAPITAL ADVISORS LLC

Map pinCRANBERRY TWP, PA
Phone(724) 719-6767
NotebookSEC #801-114896
Total AUM
$185.4M
Employees
7
Clients
370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1659 RT 228
SUITE 5
CRANBERRY TWP
PA 16066
United States
Operating Hours
9:00AM - 5:00 PM
Monday - Friday
Phone
(724) 719-6767
Other Offices
1

ReceiptFinancials

Total AUM
$185.4M
Accounts
754
Discretionary
$169.5M
Accounts
713
Non-Discretionary
$15.9M
Accounts
41

ContactClients

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Individual Clients
317
AUM
$75.6M
HNW Individual Clients
48
AUM
$100.7M
Pension/Profit Sharing Plan Clients
2
AUM
$8.9M
Charitable Organization Clients
3
AUM
$172K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCOHPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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