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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-01-1996
- Office Locations
- 1
Office Locations
About Landfall Financial Advisors, Inc.
Landfall Financial Advisors is a fee-only RIA in Columbus, Ohio providing comprehensive financial planning and investment management for individuals and businesses. The firm builds goal-based portfolios with an asset-allocation and risk-management focus, using primarily public funds. Led by President Joseph Hoffman (CFP, CFA) with 30+ years of industry and executive finance experience; custodies with Charles Schwab.
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Investment Themes
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Services
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Owner & Executives
JOSEPH HENRY HOFFMAN
President
- CRD
- #4536580
- Ownership
- 50% but less than 75%
LORETTA SUZANNE HOFFMAN
Chief Executive Officer, Corporate Secretary, President
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,630,860 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,630,860 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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