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Ross Floyd Hoffman

HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.·VENTURA, California
Unclaimed Profile
121 N. FIR STREET, SUITE D, VENTURA, CA 93001CRD# 803445Firm CRD# 134563
01

About

Ross Floyd Hoffman 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# 803445
Firm CRD# 134563
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ross Floyd Hoffman offer?
Ross Floyd Hoffman specializes in Financial Planning, Investment Management. Contact their office in VENTURA, California for a consultation.
What are Ross Floyd Hoffman's credentials?
Ross Floyd Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ross Floyd Hoffman located?
Ross Floyd Hoffman 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 Ross Floyd Hoffman charge for services?
Ross Floyd Hoffman'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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