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Alan Hoffman, financial advisor Wellesley MA

Alan Hoffman

CRD Number: 2616886
Current Firm: Hoffman, Alan N. Investment Management
Compensation Model: Fee Only
Alan Hoffman (CRD# 2616886) is an Investment Advisor Representative working at Hoffman Alan N Investment Management in Needham Heights, MA and has over 22 years of experience in the finance industry.
CONTACT
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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Pearson Wellesley, MA Aug 2011 - Current 12
Hoffman, Alan N. Investment Mangagement Wellesley, MA Jul 1994 - Current 29
Bentley University Waltham, MA Sep 1988 - Dec 2020 32
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 1995
Contact Info for Alan N. Hoffman
,
Phone Number: 617-308-5087
Firm Website: http://www.anhinvest.com
Registered State(s):
  • MA
Current Firm Details
Hoffman, Alan N. Investment Management
Firm's CRD Number: 109454
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    145
    ACCOUNTS
  • Average Account Value
    $1,270,297
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

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