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Henry Maxwell Hoffman

SL ADVISORS, LLC·WESTFIELD, New Jersey
Clean record14 years registeredSL ADVISORS, LLC
220 LENOX AVENUE, WESTFIELD, NJ 07090CRD# 5316996Firm CRD# 151495

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Henry Maxwell Hoffman · WESTFIELD, NJ
Registration
CRD #5316996 · SL ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

SL ADVISORS, LLC
Feb 2012 – present
02

Registrations & Exams

Registration record
First registered · February 17, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SL ADVISORS, LLC
CRD 151495 · SEC 801-80396
AUM
$314M
Regulatory assets under management
Employees
4
58 client accounts
Services offered by SL ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Market timing services
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at SL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Henry Maxwell Hoffman offer?
Henry Maxwell Hoffman specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WESTFIELD, New Jersey for a consultation.
What are Henry Maxwell Hoffman's credentials?
Henry Maxwell Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Maxwell Hoffman located?
Henry Maxwell Hoffman is based in WESTFIELD, New Jersey, working with SL ADVISORS, LLC. Their office serves clients in the WESTFIELD metropolitan area and surrounding communities.
How does Henry Maxwell Hoffman charge for services?
Henry Maxwell Hoffman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SL ADVISORS, LLC?
SL ADVISORS, LLC has approximately 4 employees and manages $314M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Simon Anthony Lack
WESTFIELD, NJ

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