Hoffman Investment Services, LLC

Hoffman Investment Services, LLC (CRD# 167360) is a financial advisory firm headquartered in , . They manage $13,402,775 in 44 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $304,609
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
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.

OH

Financial Advisors at Hoffman Investment Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph R. Hoffman
CRD#: 2418270
9336 East Bayshore Road, Marblehead, OH 43440
98
Wealthminder
score

Joseph Hoffman (CRD# 2418270) is an Investment Advisor Representative working at Hoffman Investment Services, LLC in , and has over 22 years of experience in the finance industry.

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