HOFER & ASSOCIATES, INC.

HOFER & ASSOCIATES, INC. of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 282005). Regulatory assets under management: $216.4M.

Registration

• CRD: 282005
• SEC file number: 801-125790
• Type: Registered investment adviser
• Location: 90 E THOUSAND OAKS BLVD., SUITE 310, THOUSAND OAKS, CA, 91360
• Phone: 805-557-8054
• Latest filing: 2026-02-20
• Regulatory AUM: $216.4M
• Discretionary AUM: $216.4M
• Clients: 4
• Accounts: 300

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282005 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search