Fnancial Depot

Fnancial Depot (CRD# 170148) is a financial advisory firm headquartered in Auberry, CA. They manage $2,000,500 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $111,139
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fnancial Depot
Showing 1 - 1 of 1 top financial advisors.
1
Dennis V. Hoffman
CRD#: 1054704
44884 Auberry Rd, Auberry, CA 93602
86
Wealthminder
score

Dennis Hoffman (CRD# 1054704) is an Investment Advisor Representative working at Fnancial Depot in Auberry, CA and has over 34 years of experience in the finance industry. Dennis Hoffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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