|
⚲
|
| Hoffman Alan Nathan
✚
|
|
|---|---|
| CRD # | 109454 |
| SEC # | 801-118227 |
| CIK # | |
| AUM | $136.8 MM (2023-01-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-308-5087 |
| Address | 40 William St, Unit 604 Wellesley, MA 02481 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 13.0 |
| (b) Individuals (high net worth individuals) | 42 | 123.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 136.8 |
| By Discretionary | ||
| Discretionary | 134 | 136.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 134 | 136.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 136.8 | |
| Total | 134 | 136.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 0.1 |
|
POM Investment Strategies LLC
✚
|
NC | 0.1 |
|
Mueller Financial Solutions Co
✚
|
CO | 0.1 |
|
Trustwell Financial Advisors LLC
✚
|
FL | 0.1 |
|
TrueWealth Financial Partners LLC
✚
|
WA | 0.1 |
|
Summit Wealth Management Group Inc
✚
|
CA | 0.1 |
|
Capital Management Advisor Group LLC
✚
|
CA | 0.1 |
|
Intrinsic Value Partners LLC
✚
|
AZ | 0.1 |
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.1 |
|
SF Ehrlich Associates Inc
✚
|
NJ | 0.1 |