HOFF BROTHERS, LLC

HOFF PRIVATE WEALTH
WAUSAU, Wisconsin·3 registered advisors·CRD# 301001
SEC# 801-1294580715-841-0405
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HOFF BROTHERS, LLC

3 registered advisors
Alexandria Lee Bakka
WAUSAU, Wisconsin
Daniel R Hoff
WAUSAU, Wisconsin
Derek Mitchell Taylor Hoff
WAUSAU, Wisconsin
05

Office Locations

WAUSAU, Wisconsin
3 advisors

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Data sourced from SEC Form ADV filings. HOFF BROTHERS, LLC (CRD# 301001) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.