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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-12-2004
- Office Locations
- 2
Office Locations
About Hoffmann Hermanson
Denver-based Hoffmann Hermanson advises individuals, families, business owners and charitable organizations. The firm takes a client-focused approach, building custom financial roadmaps and managing portfolios across diversified asset classes, with a notable emphasis on ETFs and select alternative investments including private placements. Led by two managing partners with deep capital markets and Schwab trading/IPO experience.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
GLENN HADEN HERMANSON JR
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2852770
- Ownership
- 50% but less than 75%
JERRY JOHN HOFFMANN
Investment Advisor, Managing Member
- CRD
- #4294273
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $181,000,000 | $509,859 |
| Non-Discretionary | $2,000,000 | $1,000,000 |
| Total | $183,000,000 | $512,605 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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