Hoffman Wealth Solutions
Hoffman Wealth Solutions (CRD# 145982) is a financial advisory firm headquartered in , . They manage $5,000,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$555,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Ira Hoffman (CRD# 5463480) is an Investment Advisor Representative working at Hoffman Wealth Solutions in Doylestown, PA and has over 10 years of experience in the finance industry.