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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...
Overview
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.
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