Unclaimed Profile

Adam L Hoffman

CLEAR SKY ADVISERS, LLC·HOUSTON, Texas

Clean recordCLEAR SKY ADVISERS, LLC

50 BRIAR HOLLOW LANE, HOUSTON, TX 77027CRD# 3166682Firm CRD# 311751

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam L Hoffman · HOUSTON, TX

Registration

CRD #3166682 · CLEAR SKY ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam L Hoffman is a registered financial advisor based in HOUSTON, Texas, affiliated with CLEAR SKY ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CLEAR SKY ADVISERS, LLC

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLEAR SKY ADVISERS, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 3166682

Firm CRD# 311751

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam L Hoffman offer?

Adam L Hoffman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Adam L Hoffman's credentials?

Adam L Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam L Hoffman located?

Adam L Hoffman is based in HOUSTON, Texas, working with CLEAR SKY ADVISERS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Adam L Hoffman charge for services?

Adam L Hoffman'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 CLEAR SKY ADVISERS, LLC?

CLEAR SKY ADVISERS, LLC has approximately 15 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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