|
⚲
|
| Keyboard |
| Hoffman Alan Nathan
✚
|
|
|---|---|
| CRD # | 109454 |
| SEC # | 801-118227 |
| CIK # | |
| AUM | 183.4 M (2026-01-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 617-308-5087 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 12.9 |
| (b) Individuals (high net worth individuals) | 45 | 170.4 |
| (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 | 137 | 183.4 |
| By Discretionary | ||
| Discretionary | 137 | 183.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 137 | 183.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.4 | |
| Total | 137 | 183.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Atlas Financial Planning LLC
✚
|
GA | 184.1 M |
|
Sledge and Company Wealth Advisors LLC
✚
|
NC | 183.4 M |
|
TIDE Cove Capital Partners LLC
✚
|
183.1 M | |
|
Miller Gesko & Co Inc
✚
|
NY | 183.1 M |
|
Hoffmann Hermanson LLC
✚
|
CO | 183.0 M |
|
Walton Financial
✚
|
AL | 182.9 M |
|
Anchored Financial Planning LLC
✚
|
NJ | 182.9 M |
|
OFC Financial Planning LLC
✚
|
182.8 M | |
|
White WING Wealth Management LLC
✚
|
TX | 182.8 M |
|
Invariant Investment Management LLC
✚
|
PA | 182.7 M |