HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.

VENTURA, California·3 registered advisors·CRD# 134563
SEC# 801-1257200805-648-5300
01

Firm Overview

AUM
$25M
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
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.

3 registered advisors
Connie Lou Ornelas
VENTURA, California
Jason Daniel Griffith
VENTURA, California
Ross Floyd Hoffman
VENTURA, California
05

Office Locations

VENTURA, California
3 advisors

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Data sourced from SEC Form ADV filings. HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC. (CRD# 134563) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.