Overview
Assets Under Management: $227 million
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Frequently Asked Questions
HOFFMAN ALAN NATHAN 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 #109454), HOFFMAN ALAN NATHAN is subject to fiduciary duty under federal law.
HOFFMAN ALAN NATHAN serves 53 high-net-worth clients according to their SEC filing dated January 24, 2025. View client details ↓
According to their SEC Form ADV, HOFFMAN ALAN NATHAN offers portfolio management for individuals. View all service details ↓
HOFFMAN ALAN NATHAN manages $227 million in client assets according to their SEC filing dated January 24, 2025.
According to their SEC Form ADV, HOFFMAN ALAN NATHAN serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.38
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 145
Discretionary Accounts: 145
Regulatory Filings
CRD Number: 109454
Last Filing Date: 2025-01-24 00:00:00
Website: https://icloud.com