Overview
Assets Under Management: $175 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
HOFER & 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 #282005), HOFER & ASSOCIATES, INC. is subject to fiduciary duty under federal law.
HOFER & ASSOCIATES, INC. is headquartered in THOUSAND OAKS, CA.
HOFER & ASSOCIATES, INC. serves 54 high-net-worth clients according to their SEC filing dated January 31, 2025. View client details ↓
According to their SEC Form ADV, HOFER & ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HOFER & ASSOCIATES, INC. manages $175 million in client assets according to their SEC filing dated January 31, 2025.
According to their SEC Form ADV, HOFER & ASSOCIATES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.44
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 749
Discretionary Accounts: 749
Regulatory Filings
CRD Number: 282005
Last Filing Date: 2025-01-31 00:00:00
Website: https://hoferwm.com