Hoffman Financial Consultants
Firm details
- Headquarters
- ,
- CRD number
- 121809
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hoffman Financial Consultants operates as a sole proprietorship, focusing primarily on portfolio management for individuals and small businesses. The firm is structured as a registered representative of a broker-dealer and also functions as an insurance broker. This dual role allows Hoffman Financial Consultants to offer a diverse range of financial services, although it does not engage in capital allocation or act as a pension consultant. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
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
Contacts
1 of 1Walter Hoffman
Sole ProprietorCRD 1695594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations