H
$40.5M Total AUM
$40.5M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Insight horizon
- Established Date
- 04-26-2013
- Office Locations
- 1
Office Locations
-- Marblehead OH
About Hoffman Investment Services, LLC
Hoffman Investment Services, LLC is a Marblehead-based RIA. The firm has been operating for 13 years. Managing $40.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$40.5M AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Peak Meridian
Client Personas
Element quantum
Investment Themes
Quantum
Investment Vehicles
Fusion focus
Services
Horizon North Wave glacier Atlas Vital insight
Technology
Fusion
Owner & Executives
JOSEPH ROBERT HOFFMAN
Chief Compliance Officer, Managing Member, President
- CRD
- #2418270
- Ownership
- 75% or more
(839) 344-6634
legacy.peak@pathwaycapital.com
in linkedin.com/in/bridge-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,500,000
Public Funds:
32.6% Cash:
36.6% Equity - Exchange:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,157,722,779 | 32.6% |
| Cash | $1,299,774,653 | 36.6% |
| Equity - Exchange | $1,093,799,435 | 30.8% |
| Total | $3,551,296,867 | 100.0% |