HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.
CRD #134563 SEC #801-125720 VENTURA, CA 805-648-5300
SEC Registered
Total AUM
$25.1M
Discretionary
$1.3M
Employees
3
Clients
1
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $25.1M | $1.3M | $23.8M | 3 | 0 |
| Aug 2024 | $25.1M | $1.3M | $23.8M | 3 | 0 |
| Aug 2024 | $25.1M | $1.3M | $23.8M | 3 | 0 |
| Jul 2024 | $25.1M | $1.3M | $23.8M | 2 | 0 |
| Mar 2024 | $25.1M | $1.3M | $23.8M | 2 | 0 |
| Mar 2023 | $93.9M | $739.6K | $93.2M | 2 | 0 |
| Mar 2023 | $93.9M | $739.6K | $93.2M | 2 | 0 |
| Nov 2022 | $114M | $0 | $114M | 2 | 0 |
| Jul 2022 | $114M | $0 | $114M | 2 | 0 |
| Jun 2022 | $114M | $0 | $114M | 2 | 0 |
| Apr 2022 | $114M | $0 | $114M | 2 | 0 |
| Apr 2022 | $114M | $0 | $114M | 2 | 0 |
DateAug 2024
Total AUM$25.1M
Discretionary$1.3M
Non-Disc.$23.8M
Employees3
Clients0
DateAug 2024
Total AUM$25.1M
Discretionary$1.3M
Non-Disc.$23.8M
Employees3
Clients0
DateAug 2024
Total AUM$25.1M
Discretionary$1.3M
Non-Disc.$23.8M
Employees3
Clients0
DateJul 2024
Total AUM$25.1M
Discretionary$1.3M
Non-Disc.$23.8M
Employees2
Clients0
DateMar 2024
Total AUM$25.1M
Discretionary$1.3M
Non-Disc.$23.8M
Employees2
Clients0
DateMar 2023
Total AUM$93.9M
Discretionary$739.6K
Non-Disc.$93.2M
Employees2
Clients0
DateMar 2023
Total AUM$93.9M
Discretionary$739.6K
Non-Disc.$93.2M
Employees2
Clients0
DateNov 2022
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees2
Clients0
DateJul 2022
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees2
Clients0
DateJun 2022
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees2
Clients0
DateApr 2022
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees2
Clients0
DateApr 2022
Total AUM$114M
Discretionary$0
Non-Disc.$114M
Employees2
Clients0