Overview
Assets Under Management: $108 million
Headquarters: SARASOTA, FL
High-Net-Worth Clients: 21
Average Client Assets: $5.1 million
Frequently Asked Questions
H.B. GOFMAN ASSOCIATES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106180), H.B. GOFMAN ASSOCIATES INC is subject to fiduciary duty under federal law.
H.B. GOFMAN ASSOCIATES INC is headquartered in SARASOTA, FL.
H.B. GOFMAN ASSOCIATES INC serves 21 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, H.B. GOFMAN ASSOCIATES INC offers portfolio management for individuals. View all service details ↓
H.B. GOFMAN ASSOCIATES INC manages $108 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, H.B. GOFMAN ASSOCIATES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.82%
Average Client Assets: $5.1 million
Total Client Accounts: 23
Discretionary Accounts: 22
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 106180
Filing ID: 1186951
Last Filing Date: 2018-03-27 10:10:00