Hoffman & Associates Financial & Estate Advisors, Inc.
Hoffman & Associates Financial & Estate Advisors, Inc. (CRD# 134563) is a financial advisory firm headquartered in Ventura, CA. They manage $25,126,723 in 48 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Hoffman & Associates Financial & Estate Advisors, Inc.
By the Numbers
-
Total Assets Under Management25MILLION
-
Total Number of Accounts48ACCOUNTS
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Average Account Value$523,473
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Hoffman & Associates Financial & Estate Advisors, Inc.
1
Jason Griffith (CRD# 4683162) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 19 years of experience in the finance industry.
2
Ross Hoffman (CRD# 803445) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 40 years of experience in the finance industry.
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