Hofer & Associates, Inc.
● SEC registered since 2022CRD 282005SEC# 801-125790Thousand Oaks, CA
Reg. AUM
$216.4M
Employees
4
Accounts
300
Location
Thousand Oaks, CA
Hofer & Associates, Inc. assets under management
Hofer & Associates, Inc. is an investment advisory firm registered with the SEC based in Thousand Oaks, CA. The firm has been registered since 2022. It reports $216.4 million in regulatory assets under management and employs 4 people.
Hofer & Associates, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Robert Hofer Control | President/Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Hofer & Associates, Inc. manage?
Hofer & Associates, Inc. reports $216.4 million in regulatory assets under management on its Form ADV.
How many employees does Hofer & Associates, Inc. have?
Hofer & Associates, Inc. reports 4 employees.
Where is Hofer & Associates, Inc. located?
Hofer & Associates, Inc. is based in Thousand Oaks, CA and has been SEC-registered since 2022.
Does Hofer & Associates, Inc. disclose fund performance?
Hofer & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 90 E Thousand Oaks Blvd., Suite 310, Thousand Oaks, CA 91360 |
| Phone | 805-557-8054 |
| Fax | 805-557-8064 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$216.4M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$216.4Mregulatory AUM
Discretionary $216.4M