HOFFMAN FINANCIAL CONSULTANTS

HOFFMAN FINANCIAL CONSULTANTS is an SEC-registered investment adviser (CRD 121809). Regulatory assets under management: $950K.

Registration

• CRD: 121809
• Type: Registered investment adviser
• Phone: 410-803-0463
• Latest filing: 2018-06-05
• Regulatory AUM: $950K
• Non-discretionary AUM: $950K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121809 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search