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Building 2HOFFMAN, ALAN N. INVESTMENT MANAGEMENT

Map pin
Phone617-308-5087
NotebookSEC #801-118227
Total AUM
$183.4M
Employees
1
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
617-308-5087

ReceiptFinancials

Total AUM
$183.4M
Accounts
137
Discretionary
$183.4M
Accounts
137
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$12.9M
HNW Individual Clients
45
AUM
$170.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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