Hoffman, Alan N. Investment Management

Overview

Hoffman, Alan N. Investment Management is a sole proprietorship and independent registered investment adviser that began SEC registration in 2020. The firm is owned and operated by Alan N. Hoffman and focuses on discretionary portfolio management for individuals and small businesses. It charges clients on a percentage-of-AUM basis and serves an individual and family client base. The adviser does not self-identify as an active ESG investor, does not act as a capital allocator, and is not organized as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives