HOFER & ASSOCIATES WEALTH MANAGEMENT - Financial Advisor in California, Thousand Oaks

Tel: 805-557-8054 90 E Thousand Oaks Blvd. Suite 310 Thousand Oaks, California 91360

About HOFER & ASSOCIATES WEALTH MANAGEMENT

HOFER & ASSOCIATES WEALTH MANAGEMENT is a Thousand Oaks, California based financial advisory firm with nearly $174,810,075 in assets under management and provides investment advisory services for 749 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

282005

Firm SEC#:

801-125790

Assets Under Management:

$174,810,075

No. of Clients:

749

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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$648,145,238

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