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Building 2HOFER & ASSOCIATES WEALTH MANAGEMENT

Map pinTHOUSAND OAKS, CA
Phone805-557-8054
NotebookSEC #801-125790
Total AUM
$216.4M
Employees
4
Clients
300

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 E THOUSAND OAKS BLVD.
SUITE 310
THOUSAND OAKS
CA 91360
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
805-557-8054
Other Offices
1

ReceiptFinancials

Total AUM
$216.4M
Accounts
300
Discretionary
$216.4M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
245
AUM
$140.9M
HNW Individual Clients
55
AUM
$75.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNETXWA

HandshakeAffiliates

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

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