RIA Intel›Advisers›Maryland›HOFFMAN FINANCIAL CONSULTANTS

HOFFMAN FINANCIAL CONSULTANTS

Advisory

Data as of Jun 5, 2018 · Source: SEC Form ADV

Average account

$136K

across 7 accounts

AUM per adviser

$950K

1 advisers

Source: SEC Form ADV. Figures as filed Jun 5, 2018.

Total AUM

$950K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$950K

Discretionary AUM$0

Non-Discretionary AUM$950K

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

LEGACY INVESTING & WEALTH MANAGEMENT LLC

$993K

BLACKSTREET CAPITAL ADVISORS, LLC

CHEVY CHASE, MD

$898K

-97.9% 1Y

EAST BAY EQUITIES LLC

$1M

SAMATVA WEALTH MANAGEMENT LLC

$825K

ROBINSON CAPITAL GROUP

$1M

NOON INVESTMENT MANAGEMENT LLC

$1M

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