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HOFFMAN CAPITAL ADVISORS LLC
HOFFMAN CAPITAL ADVISORS LLC
CRANBERRY TWP, Pennsylvania
·
2 registered advisors
·
CRD# 287766
SEC# 801-114896
1
717-609-2260
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 Planning
Investment Management
04
Advisors at HOFFMAN CAPITAL ADVISORS LLC
2 registered advisors
Josiah David Hoffman
CRANBERRY TWP, Pennsylvania
CRD# 5572382
Wesley William Creese
WEXFORD, Pennsylvania
CRD# 2967082
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
.