Hofer & Associates Wealth Management
Firm details
- Headquarters
- Thousand Oaks, California
- CRD number
- 282005
- Registered since
- June 2, 2022
- Website
- www.hoferwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals65.13%
- HNWI34.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Hofer & Associates Wealth Management is an independent, corporation-structured RIA that began SEC registration in 2022 and is owned by an individual principal. The firm serves individual and family clients and combines financial planning with portfolio management for individuals, small businesses, and business/institutional clients. Its advisory fee mix includes asset-based fees, hourly billing, and fixed-fee engagements. The firm also operates as an insurance broker alongside its advisory services and does not present itself as an ESG-focused allocator. Hofer & Associates was named to FA Magazine’s “Top RIA Firms” list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds4%
- Non-Exchange Traded Equities1%
Contacts
2 of 2
Jeremy Hofer
Founder and PresidentCRD 4909799
Marla Vickrey
Wealth ManagerCRD 5379050
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$244M in ETFs
76%
$186M
16%
$58.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $24.7M | 207,313 | 10.10% |
Location
Thousand Oaks, CA
Ventura
Location
Thousand Oaks, CA
Headquartered in Thousand Oaks, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Ventura
- Address
- 90 E Thousand Oaks Blvd
- Time zone
- PT (UTC-8)
- Office locations
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