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Janet Schroeder Smith

HOFKIN CAPITAL MANAGEMENT, INC.·MINNETONKA, Minnesota
Clean recordHOFKIN CAPITAL MANAGEMENT, INC.
5125 COUNTY ROAD 101, MINNETONKA, MN 55345CRD# 5813338Firm CRD# 110068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janet Schroeder Smith · MINNETONKA, MN
Registration
CRD #5813338 · HOFKIN CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Janet Schroeder Smith is a registered financial advisor based in MINNETONKA, Minnesota, affiliated with HOFKIN CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
HOFKIN CAPITAL MANAGEMENT, INC.
HOFKIN CAPITAL MANAGEMENT, INC.
AUM
$23M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5813338
Firm CRD# 110068
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05

Frequently Asked Questions

What services does Janet Schroeder Smith offer?
Janet Schroeder Smith specializes in Investment Management, Wealth Management. Contact their office in MINNETONKA, Minnesota for a consultation.
What are Janet Schroeder Smith's credentials?
Janet Schroeder Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janet Schroeder Smith located?
Janet Schroeder Smith is based in MINNETONKA, Minnesota, working with HOFKIN CAPITAL MANAGEMENT, INC.. Their office serves clients in the MINNETONKA metropolitan area and surrounding communities.
How does Janet Schroeder Smith charge for services?
Janet Schroeder Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOFKIN CAPITAL MANAGEMENT, INC.?
HOFKIN CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $23M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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