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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2002
- Office Locations
- 1
Office Locations
About Hoffman, Alan N. Investment Management
Alan N. Hoffman Investment Management is an SEC-registered RIA providing customized equity portfolio management for individual investors across taxable brokerage, IRA/rollover and trust accounts. Portfolios emphasize diversified, high-quality stocks in targeted growth industries, alongside ETF and mutual fund allocations as needed. Client accounts are supported through Schwab Alliance custody. Founder Alan Hoffman is a Bentley University Professor Emeritus and former Mintz Levin financial planner.
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Owner & Executives
ALAN NATHAN HOFFMAN
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Owner
- CRD
- #2616886
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,357,629 | $1,338,377 |
| Non-Discretionary | $0 | -- |
| Total | $183,357,629 | $1,338,377 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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