HOFER & ASSOCIATES, INC.
Legal name: HOFER & ASSOCIATES WEALTH MANAGEMENT
CRD #282005 SEC #801-125790 THOUSAND OAKS, CA 805-557-8054
SEC Registered
Total AUM
$174.8M
Discretionary
$174.8M
Employees
4
Clients
0
Accounts
749
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $174.8M | $174.8M | $0 | 4 | 0 |
| Mar 2024 | $148.6M | $148.6M | $0 | 3 | 0 |
| Aug 2023 | $119.2M | $119.2M | $0 | 3 | 0 |
| Mar 2023 | $119.2M | $119.2M | $0 | 3 | 0 |
| Feb 2023 | $119.2M | $119.2M | $0 | 3 | 0 |
| May 2022 | $134.1M | $134.1M | $0 | 3 | 0 |
DateJan 2025
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$119.2M
Discretionary$119.2M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees3
Clients0