HOFFMAN, ALAN N. INVESTMENT MANAGEMENT
  • HOFFMAN, ALAN N. INVESTMENT MANAGEMENT
  • HOFFMAN ALAN N INVESTMENT MANAGEMENT
  • HOFFMAN ALAN NATHAN

Adviser Profile

As of Date 01/21/2026
Registration SEC, Approved, 03/16/2020
Other registrations (1)
Contact Info 617 xxxxxxx
Websites
AUM* 183,357,629 0%
of that, discretionary 183,357,629 0%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 1,338,377 5%
% High Net Worth 56.25% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

227M 194M 162M 130M 97M 65M 32M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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