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| Keyboard |
| Hofer & Associates Inc
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|---|---|
| CRD # | 282005 |
| SEC # | 801-125790 |
| CIK # | 0001958491 |
| AUM | 216.4 M (2026-02-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 805-557-8054 |
| Address | 90 E Thousand Oaks Blvd Thousand Oaks, CA 91360 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Amgen Inc | 9.6 | |
| Apple Inc | 5.6 | |
| Nvidia Corp | 5.1 | |
| Amazon Com Inc | 2.7 | |
| Microsoft Corp | 2.5 | |
| Global MOFY Metaverse Ltd | 1.8 | |
| J P Morgan Chase & Co | 1.8 | |
| Wal Mart Stores Inc | 1.4 | |
| Costco Wholesale Corp /NEW | 1.4 | |
| Broadcom Inc | 1.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 245 | 140.9 |
| (b) Individuals (high net worth individuals) | 55 | 75.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 216.4 |
| By Discretionary | ||
| Discretionary | 300 | 216.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 300 | 216.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 216.4 | |
| Total | 300 | 216.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001958491] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Costello Financial Planning Inc
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|
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Paladin Wealth LLC
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|
Lifetime Wealth Management PC
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The Simmons Partnership Inc
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Aegis Wealth Management Inc
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Prosperity Advisory Group LLC
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NY | 216.0 M |
|
North Ridge Wealth Advisors Inc
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OR | 216.0 M |
|
Ark Wealth Management LLC
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|
Wedgewood Investors Inc
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PA | 215.8 M |