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Hoff Brothers, LLC

● SEC registered since 2024CRD 301001SEC# 801-129458Wausau, WI
Export (members)
Reg. AUM
$129.1M
Employees
3
Accounts
526
Location
Wausau, WI

Hoff Brothers, LLC assets under management

Hoff Brothers, LLC is an investment advisory firm registered with the SEC based in Wausau, WI. The firm has been registered since 2024. It reports $129.1 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/hoff-private-wealthView on SEC.gov ↗

Hoff Brothers, LLC owners & executives

3 reported
NameTitleOwnershipSince
Alexandria Lee Bakka ControlChief Compliance OfficerUnder 5%2021
Daniel R Hoff ControlMember50-75%2016
Derek Mitchell Taylor Hoff ControlManaging Member50-75%2016

Frequently asked questions

How much does Hoff Brothers, LLC manage?

Hoff Brothers, LLC reports $129.1 million in regulatory assets under management on its Form ADV.

How many employees does Hoff Brothers, LLC have?

Hoff Brothers, LLC reports 3 employees.

Where is Hoff Brothers, LLC located?

Hoff Brothers, LLC is based in Wausau, WI and has been SEC-registered since 2024.

Does Hoff Brothers, LLC disclose fund performance?

Hoff Brothers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address505 S 24th Ave, Suite 102, Wausau, WI 54401
Phone715-841-0405
FaxN/A
Office hours8:00a.m. - 3:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$89.7M
Non-discretionary$39.4M
Total (RAUM)$129.1M