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 $25,126,723 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $523,473
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
The map below shows states where this firm has explicit registration only.

CA, TX

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

Jason Griffith (CRD# 4683162) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 19 years of experience in the finance industry.

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

Ross Hoffman (CRD# 803445) is an Investment Advisor Representative working at Hoffman & Associates Financial & Estate Advisors, Inc. in Ventura, CA and has over 40 years of experience in the finance industry.

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