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Donald Nathan Hoffman

THE PROSPERITY CONSULTING GROUP, LLC·OWINGS MILLS, Maryland
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10065 RED RUN BOULEVARD, OWINGS MILLS, MD 21117CRD# 4445738Firm CRD# 133777
01

About

Donald Nathan Hoffman is a registered financial advisor based in OWINGS MILLS, Maryland, affiliated with THE PROSPERITY CONSULTING GROUP, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
THE PROSPERITY CONSULTING GROUP, LLC
PROSPERITY - AN EISNERAMPER COMPANY
AUM
$2.9B
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at THE PROSPERITY CONSULTING GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4445738
Firm CRD# 133777
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Nathan Hoffman offer?
Donald Nathan Hoffman specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.
What are Donald Nathan Hoffman's credentials?
Donald Nathan Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Nathan Hoffman located?
Donald Nathan Hoffman is based in OWINGS MILLS, Maryland, working with THE PROSPERITY CONSULTING GROUP, LLC. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.
How does Donald Nathan Hoffman charge for services?
Donald Nathan Hoffman'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 THE PROSPERITY CONSULTING GROUP, LLC?
THE PROSPERITY CONSULTING GROUP, LLC has approximately 51 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OWINGS MILLS
Harris Hyman — GROTECH MANAGEMENT COMPANYJeffrey Mark Kleeman — THE PROSPERITY CONSULTING GROUP, LLCMark Raymond Topolski — THE PROSPERITY CONSULTING GROUP, LLCJoel Bruce Chazen — THE PROSPERITY CONSULTING GROUP, LLCLindsay Redfield — GREENSPRING ASSOCIATES, LLC
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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