Hoffman Financial Consultants

Overview

Hoffman Financial Consultants is a sole-proprietorship independent RIA run by an individual owner that focuses on portfolio management for individuals and small businesses. The firm also operates as a registered representative of a broker-dealer and as an insurance broker, indicating a mix of advisory and brokerage/insurance activity. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed fees, and it does not position itself as a capital allocator or pension consultant. The adviser reports not being an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives