Hofer & Associates, Inc.
● SEC registered since 2022CRD 282005SEC# 801-125790Thousand Oaks, CA
Reg. AUM
$216.4M
Employees
4
Accounts
300
Location
Thousand Oaks, CA
About Hofer & Associates
Hofer & Associates is a full-service wealth management firm that works closely with clients to determine goals and customize approaches across financial planning, retirement, investments, risk protection, and charitable giving.
Summary based on the firm’s website.
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, monthlySep '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$216.4Mregulatory AUM
Discretionary $216.4M