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| Keyboard |
| Hoffmann Hermanson LLC
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|---|---|
| CRD # | 130484 |
| SEC # | 801-131662 |
| CIK # | |
| AUM | 183.0 M (2026-04-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 303-946-1810 |
| Address | 450 E 17th Ave Denver, CO 80203 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 22.0 |
| (b) Individuals (high net worth individuals) | 70 | 161.0 |
| (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 | 357 | 183.0 |
| By Discretionary | ||
| Discretionary | 355 | 181.0 |
| Non-Discretionary | 2 | 2.0 |
| Total | 357 | 183.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.0 | |
| Total | 357 | 183.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 199 |
| Serves | Retail |
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|---|---|---|
|
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✚
|
NC | 183.4 M |
|
Hoffman Alan Nathan
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|
183.4 M | |
|
Tide Cove Capital Partners LLC
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183.1 M | |
|
Miller Gesko & Co Inc
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NY | 183.1 M |
|
Walton Financial
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|
AL | 182.9 M |
|
Anchored Financial Planning LLC
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|
OFC Financial Planning LLC
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|
182.8 M | |
|
White Wing Wealth Management LLC
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|
TX | 182.8 M |
|
Invariant Investment Management LLC
✚
|
PA | 182.7 M |
|
SAFS LLC
✚
|
PA | 182.6 M |