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Building 2HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.

Map pinVENTURA, CA
Phone805-648-5300
NotebookSEC #801-125720
Total AUM
$25.1M
Employees
3
Clients
44

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 N. FIR STREET, SUITE D
VENTURA
CA 93001
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
805-648-5300

ReceiptFinancials

Total AUM
$25.1M
Accounts
48
Discretionary
$1.3M
Accounts
5
Non-Discretionary
$23.8M
Accounts
43

ContactClients

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Individual Clients
40
AUM
$13.8M
HNW Individual Clients
4
AUM
$11.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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