Chad HoffmanCRD Number: 3082851
Current Firm: Kennedy Capital Management
Chad Hoffman (CRD# 3082851) is an Investment Advisor Representative working at Kennedy Capital Management in Saint Louis, MO and has over 18 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Kennedy Capital Management, Inc.||St Louis, MO||May 2012 - Current||5|
|Missouri Valley Partners, Inc.||St. Louis, MO||Oct 2000 - May 2012||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management5,166MILLIONS
Total Number of Accounts449ACCOUNTS
Average Account Value$11,504,824
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV