HOFER & ASSOCIATES WEALTH MANAGEMENT
Firm details
- Headquarters
- THOUSAND OAKS, California
- CRD number
- 282005
- Registered since
- June 2, 2022
- Website
- www.hoferwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.13%
- HNWI34.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hofer & Associates Wealth Management is an independent registered investment adviser that serves individual and family clients with a mix of planning and discretionary portfolio services. The firm is structured as a corporation, is individually owned, and registered with the SEC in 2022. Its advisory offering includes financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Hofer & Associates also operates as an insurance broker and charges clients through a combination of percentage-of-assets, hourly, and fixed-fee arrangements. The firm does not present itself as a capital allocator or multi-state adviser and is not identified as an active ESG investor. Hofer & Associates was recognized by FA Magazine in 2020 on a Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities1%
Contacts
2 of 2JEREMY HOFER
Founder and PresidentCRD 4909799
MARLA VICKREY
Wealth ManagerCRD 5379050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$223M in ETFs
76%
$168M
16%
$54.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $20.4M | 207,920 | 9.14% |
Location
THOUSAND OAKS, CA
VENTURA
Location
THOUSAND OAKS, CA
Headquartered in THOUSAND OAKS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- VENTURA
- Address
- 90 E Thousand Oaks Blvd
- Time zone
- PT (UTC-8)
- Office locations
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