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Stephen Edward Hoffman

MEEDER ASSET MANAGEMENT, INC·DUBLIN, Ohio
Clean recordMEEDER ASSET MANAGEMENT, INC
6125 MEMORIAL DRIVE, DUBLIN, OH 43017CRD# 2605261Firm CRD# 105794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Edward Hoffman · DUBLIN, OH
Registration
CRD #2605261 · MEEDER ASSET MANAGEMENT, INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Edward Hoffman is a registered financial advisor based in DUBLIN, Ohio, affiliated with MEEDER ASSET MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MEEDER ASSET MANAGEMENT, INC
MEEDER ASSET MANAGEMENT, INC.
AUM
$2.4B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at MEEDER ASSET MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2605261
Firm CRD# 105794
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Edward Hoffman offer?
Stephen Edward Hoffman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DUBLIN, Ohio for a consultation.
What are Stephen Edward Hoffman's credentials?
Stephen Edward Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Edward Hoffman located?
Stephen Edward Hoffman is based in DUBLIN, Ohio, working with MEEDER ASSET MANAGEMENT, INC. Their office serves clients in the DUBLIN metropolitan area and surrounding communities.
How does Stephen Edward Hoffman charge for services?
Stephen Edward Hoffman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEEDER ASSET MANAGEMENT, INC?
MEEDER ASSET MANAGEMENT, INC has approximately 33 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MEEDER ASSET MANAGEMENT, INC

Dale William Smith
DUBLIN, OH
Clinton Lee Brewer
DUBLIN, OH
Daniel Patrick Otoole
DUBLIN, OH

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