Hoffmann Hermanson

Overview

Hoffmann Hermanson is an independent, individual-owned registered investment adviser that provides financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm also operates as an insurance broker and charges advisory fees as a percentage of assets under management. Hoffmann Hermanson is SEC registered as of 2025. The firm's client focus is retail and family households rather than institutional or pension clients. Its advisory scope centers on tailoring portfolios and planning for private clients, with portfolio management delivered on a discretionary basis.

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Public Holdings

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Location & Offices