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HOFER & ASSOCIATES WEALTH MANAGEMENT
HOFER & ASSOCIATES, INC.
CRD 282005 · SEC 801-125790
90 E THOUSAND OAKS BLVD., SUITE 310, THOUSAND OAKS, CA, 91360, United States
Phone
805-557-8054
Fax
805-557-8064
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$216.4M
Discretionary AUM
$216.4M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 245 | $140.9M |
| High net worth individuals | 55 | $75.5M |
States served
AZ, CA, CO, ID, NE, WA, TX
All web addresses on file
Official SEC filing: View on IAPD