Hofer & Associates Wealth Management
Hofer & Associates Wealth Management (CRD# 282005) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $148,632,949 in 287 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Hofer & Associates Wealth Management
By the Numbers
-
Total Assets Under Management149MILLION
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Total Number of Accounts287ACCOUNTS
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Average Account Value$517,885
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, ID, NE, TX, WA
Financial Advisors at Hofer & Associates Wealth Management
1
Jeremy Hofer (CRD# 4909799) is an Investment Advisor Representative working at Hofer & Associates Wealth Management in Thousand Oaks, CA and has over 19 years of experience in the finance industry.
2
Marla Vickrey (CRD# 5379050) is an Investment Advisor Representative working at Hofer & Associates Wealth Management in Thousand Oaks, CA and has over 16 years of experience in the finance industry.
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