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Jeremy Robert Hofer

HOFER & ASSOCIATES, INC.·THOUSAND OAKS, California
Unclaimed Profile
90 E THOUSAND OAKS BLVD., THOUSAND OAKS, CA 91360CRD# 4909799Firm CRD# 282005
01

About

Jeremy Robert Hofer is a registered financial advisor based in THOUSAND OAKS, California, affiliated with HOFER & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HOFER & ASSOCIATES, INC.
HOFER & ASSOCIATES WEALTH MANAGEMENT
AUM
$149M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HOFER & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4909799
Firm CRD# 282005
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeremy Robert Hofer offer?
Jeremy Robert Hofer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Jeremy Robert Hofer's credentials?
Jeremy Robert Hofer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Robert Hofer located?
Jeremy Robert Hofer is based in THOUSAND OAKS, California, working with HOFER & ASSOCIATES, INC.. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Jeremy Robert Hofer charge for services?
Jeremy Robert Hofer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOFER & ASSOCIATES, INC.?
HOFER & ASSOCIATES, INC. has approximately 3 employees and manages $149M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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