HOFER & ASSOCIATES WEALTH MANAGEMENT
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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