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Hofer & Associates, Inc.

● SEC registered since 2022CRD 282005SEC# 801-125790Thousand Oaks, CA
Export (members)
Reg. AUM
$216.4M
Employees
4
Accounts
300
Location
Thousand Oaks, CA

Hofer & Associates, Inc. assets under management

Hofer & Associates, Inc. is an investment advisory firm registered with the SEC based in Thousand Oaks, CA. The firm has been registered since 2022. It reports $216.4 million in regulatory assets under management and employs 4 people.
www.hoferwm.comView on SEC.gov ↗

Hofer & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeremy Robert Hofer ControlPresident/Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Hofer & Associates, Inc. manage?

Hofer & Associates, Inc. reports $216.4 million in regulatory assets under management on its Form ADV.

How many employees does Hofer & Associates, Inc. have?

Hofer & Associates, Inc. reports 4 employees.

Where is Hofer & Associates, Inc. located?

Hofer & Associates, Inc. is based in Thousand Oaks, CA and has been SEC-registered since 2022.

Does Hofer & Associates, Inc. disclose fund performance?

Hofer & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address90 E Thousand Oaks Blvd., Suite 310, Thousand Oaks, CA 91360
Phone805-557-8054
Fax805-557-8064
Office hours8:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$216.4M
Non-discretionary$0
Total (RAUM)$216.4M