Rami Hofshi, financial advisor Stamford CT
93 score

Rami Hofshi

CRD Number: 1965882
Current Firm: Westport Resources Management Inc.

Rami Hofshi (CRD# 1965882) is an Investment Advisor Representative working at Westport Resources Management Inc. in Stamford, CT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Westport Resources Investment Services Westport, CT Jan 2004 - Current 12
Westport Resources Management, Inc. Westport, CT Jan 2004 - Current 12
Capital Dynamics Stamford, CT Jun 1987 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S65 NASAA Investment Advisors Law Examination Mar 1997
Contact Info for Rami Hofshi
Phone Number: 203-226-0222
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    578
    MILLIONS
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $1,745,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CT, FL, MA, NC, NH, NJ, NY, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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