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Hoffman Capital Advisors Llc
Cranberry Twp, Pennsylvania
5.0
4 Reviews
HOFFMAN CAPITAL ADVISORS LLC, based in Cranberry Twp, PA, is a prominent local investment advisory firm that boasts an extensive client base, catering to over 580 individual clients. With a staggering $148,200,000 in assets under management, they have firmly established themselves as a trusted partner in financial management. Operating from two well-equipped offices, Hoffman Capital Advisors specializes in managing employer 401K plans and individual investments, with a remarkable 80% of their assets falling under these categories.
Renowned for their expertise and proficiency in 401K plan management, Hoffman Capital Advisors excel...see more
Assets Under Mgmt
$148.2M
Investment Professionals
6
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Hoffman Capital Advisors Llc
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