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Connie Lou Ornelas

HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.·VENTURA, California
Unclaimed Profile
121 N. FIR STREET, SUITE D, VENTURA, CA 93001CRD# 2506167Firm CRD# 134563
01

About

Connie Lou Ornelas is a registered financial advisor based in VENTURA, California, affiliated with HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
AUM
$25M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2506167
Firm CRD# 134563
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Connie Lou Ornelas offer?
Connie Lou Ornelas specializes in Financial Planning, Investment Management. Contact their office in VENTURA, California for a consultation.
What are Connie Lou Ornelas's credentials?
Connie Lou Ornelas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Connie Lou Ornelas located?
Connie Lou Ornelas is based in VENTURA, California, working with HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.. Their office serves clients in the VENTURA metropolitan area and surrounding communities.
How does Connie Lou Ornelas charge for services?
Connie Lou Ornelas's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.?
HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. has approximately 3 employees and manages $25M 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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