Hoffman & Associates Financial & Estate Advisors, Inc.

Hoffman & Associates Financial & Estate Advisors, Inc. (CRD# 134563) is a financial advisory firm headquartered in Ventura, CA. They manage $65,016,754 in 208 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $312,581
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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 Hoffman & Associates Financial & Estate Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jason D. Griffith
CRD#: 4683162
121 N. Fir Street, Suite D, Ventura, CA 93001
93
Wealthminder
score

Jason Griffith (CRD# 4683162) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 11 years of experience in the finance industry.

2
Ross F. Hoffman
CRD#: 803445
121 N. Fir Street, Suite D, Ventura, CA 93001
61
Wealthminder
score

Ross Hoffman (CRD# 803445) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 32 years of experience in the finance industry. Ross 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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