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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.
Reported data analysis
What the numbers show
Between May 21, 2025 and April 3, 2026, reported AUM increased 23.6%, from $148.0M to $183.0M.
Across 3 reported observations, AUM increased 23.6% between December 19, 2024 and April 3, 2026, from $148.0M to $183.0M.
Of the latest reported AUM, 98.9% is discretionary and 1.1% is non-discretionary.
The firm reports 2 advisory representatives and 201 clients, or 100.5 clients per representative. That equates to $985.8K in reported AUM per client.
The profile lists 2 reported office locations and 22 years in operation. The source data was last updated on October 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Services
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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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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,139,660 | $509,859 |
| Non-Discretionary | $0 | $1,000,000 |
| Total | $198,139,660 | $512,605 |
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Separately Managed Accounts
SMA allocation detail is available
Hoffmann Hermanson has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.