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Building 2HOFF PRIVATE WEALTH

Map pinWAUSAU, WI
Phone715-841-0405
NotebookSEC #801-129458
Total AUM
$177.5M
Employees
3
Clients
177

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 S 24TH AVE
SUITE 102
WAUSAU
WI 54401
United States
Operating Hours
8:00AM - 3:00PM
Monday - Friday
Phone
715-841-0405

ReceiptFinancials

Total AUM
$177.5M
Accounts
550
Discretionary
$177.5M
Accounts
550
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$40.5M
HNW Individual Clients
30
AUM
$78.8M
Pension/Profit Sharing Plan Clients
23
AUM
$58.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

HandshakeAffiliates

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

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