HOFER & ASSOCIATES, INC.
Doing business as HOFER & ASSOCIATES WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$216,385,585
Discretionary
$216,385,585
Non-discretionary
$0
Firm details
- CRD number
- 282005
- SEC file number
- 801-125790
- Main office
- THOUSAND OAKS, CA, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.HOFERWM.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.