Overview
Assets Under Management: $175 million
Headquarters: THOUSAND OAKS, CA
High-Net-Worth Clients: 54
Average Client Assets: $2 million
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