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HOFER & ASSOCIATES, INC.
HOFER & ASSOCIATES, INC.
HOFER & ASSOCIATES WEALTH MANAGEMENT
THOUSAND OAKS, California
·
1 registered advisor
·
CRD# 282005
SEC# 801-125790
1
805-557-8054
01
Firm Overview
AUM
$149M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HOFER & ASSOCIATES, INC.
1 registered advisor
Jeremy Robert Hofer
THOUSAND OAKS, California
CRD# 4909799
05
Office Locations
THOUSAND OAKS, California
1 advisor
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Data sourced from SEC Form ADV filings. HOFER & ASSOCIATES, INC. (CRD# 282005) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.