HOFFMAN INVESTMENT SERVICES, LLC

HOFFMAN INVESTMENT SERVICES, LLC is an SEC-registered investment adviser (CRD 167360). Regulatory assets under management: $40.5M.

Registration

• CRD: 167360
• Type: Registered investment adviser
• Phone: 216-509-3993
• Latest filing: 2026-03-18
• Regulatory AUM: $40.5M
• Discretionary AUM: $40.5M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167360 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search