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NICHOLAS HOFFMAN & COMPANY, LLC
ATLANTA, GA
404-815-5050
SEC #801-68306Total AUM
$8.3B
Employees
26Clients
410Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
TWO MIDTOWN PLAZA
1349 WEST PEACHTREE STREET ST. NW, SUITE 1050
ATLANTA
GA 30309-2929
United States
1349 WEST PEACHTREE STREET ST. NW, SUITE 1050
ATLANTA
GA 30309-2929
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
404-815-5050
Other Offices
2
Financials
Total AUM
$8.3B
Accounts
2,233Discretionary
$6.6B
Accounts
1,642Non-Discretionary
$1.7B
Accounts
591
Clients
Individual Clients
114AUM
$49M
HNW Individual Clients
285AUM
$7.8B
Pooled Vehicle Clients
1AUM
$25M
Pension/Profit Sharing Plan Clients
1AUM
$3.5M
Charitable Organization Clients
9AUM
$410.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALCAFLGAILLAMSNCNHSCTNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.