Hoffman Investment Services, LLC

Hoffman Investment Services, LLC (CRD# 167360) is a financial advisory firm headquartered in , . They manage $30,230,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://hoffmaninv.com/
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $521,207
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
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 Hoffman, financial advisor Marblehead OH
Joseph R. Hoffman
CRD#: 2418270
Marblehead, OH

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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