Hoffman Investment Services, LLC
Hoffman Investment Services, LLC (CRD# 167360) is a financial advisory firm headquartered in , . They manage $30,230,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Hoffman Investment Services, LLC
By the Numbers
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Total Assets Under Management30MILLION
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Total Number of Accounts58ACCOUNTS
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Average Account Value$521,207
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Hoffman Investment Services, LLC
1
Joseph Hoffman (CRD# 2418270) is an Investment Advisor Representative working at Hoffman Investment Services, LLC in , and has over 22 years of experience in the finance industry.
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