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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOFER, JEREMY, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFER, JEREMY, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFER, JEREMY, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFER, JEREMY, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFER, JEREMY, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HOFER, JEREMY, ROBERT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 31, 2025 REGISTERED
Notice Filings (7)
AZ CA CO ID NE TX WA
Address
90 E THOUSAND OAKS BLVD.SUITE 310
THOUSAND OAKS, CA 91360
United States
Phone: 805-557-8054