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HOFFMAN CAPITAL ADVISORS LLC
Investment Advice|CRANBERRY TWP, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$159.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 145.5M |
| Non-Discretionary | 14.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 287766 |
| SEC Number | 801-114896 |
| Street Address | 1659 RT 228 |
| Street Address 2 | SUITE 5 |
| Location | CRANBERRY TWP, PA 16066 |
| Country | United States |
| Phone | (724) 719-6767 |
| Total Employees | 6 |
Client Count by Type (336 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 290 |
| High Net Worth Individual… | 41 |
| Pension/Profit Sharing Pl… | 3 |
| Charitable Organizations | 2 |
County data not available for this organization.