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, privately owned RIA that provides financial planning and portfolio management services primarily to individuals and families. The firm is registered with the SEC and completed registration in 2022. Its advisory services span individual and small-business portfolio management as well as services for institutions and businesses, and the firm also acts as an insurance broker. Fee arrangements are flexible and include percentage-of-AUM billing along with hourly and fixed-fee engagements. Hofer & Associates does not operate as a capital allocator and does not identify as an active ESG investor. The firm was recognized by FA Magazine in 2020 on a Top RIA Firms list.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
3 of 3
Jeremy Hofer
Founder and PresidentCRD 4909799
Marla Vickrey
Wealth ManagerCRD 5379050
Ryan Clem
AssociateCRD 8331576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 73Active vs passive
$151M in ETFs
51%
$77.4M
36%
$73.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $7.9M | 129,158 | 5.23% |
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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