HOFFMAN CAPITAL ADVISORS LLC

CRANBERRY TWP, Pennsylvania·2 registered advisors·CRD# 287766
SEC# 801-1148961717-609-2260
01

Firm Overview

AUM
$133M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at HOFFMAN CAPITAL ADVISORS LLC

2 registered advisors
Josiah David Hoffman
CRANBERRY TWP, Pennsylvania
Wesley William Creese
WEXFORD, Pennsylvania
05

Office Locations

CRANBERRY TWP, Pennsylvania
1 advisor
WEXFORD, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. HOFFMAN CAPITAL ADVISORS LLC (CRD# 287766) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.