Updated:
Hofer & Associates Wealth Management
HOFER & ASSOCIATES WEALTH MANAGEMENT is an SEC-registered investment adviser in THOUSAND OAKS, CA, registered since 2022. The firm manages approximately $216...
Hofer & Associates Wealth Management
HOFER & ASSOCIATES WEALTH MANAGEMENT is an SEC-registered investment adviser in THOUSAND OAKS, CA, registered since 2022. The firm manages approximately $216 million in assets. It employs 4 staff and 3 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Does Hofer & Associates focus on direct investments or fund allocations?
The investment approach is not publicly documented. Typical RIA firms allocate client capital through a mix of mutual funds, ETFs, separately managed accounts, and direct securities. The firm's specific strategy is not disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: