Hoffman, Alan N. Investment Management
Hoffman, Alan N. Investment Management is an SEC-registered ria with $183.4M assets under management (AUM, regulatory AUM), -19% over one year. See who owns Hoffman, Alan N. Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109454, SEC 801-118227, data through 2026-01-21.
- AUM (assets under management / regulatory AUM)
- $183.4M (2026-01-21)
- Firm type
- Ria
- Employees
- 1
- Clients
- 80
- CRD
- 109454
- Ownership
- HOFFMAN, ALAN; HOFFMAN, ALAN, NATHAN
How much AUM does Hoffman, Alan N. Investment Management have?
Hoffman, Alan N. Investment Management reported $183.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-21).
Who owns Hoffman, Alan N. Investment Management?
Disclosed owners and executives of Hoffman, Alan N. Investment Management include HOFFMAN, ALAN, HOFFMAN, ALAN, NATHAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.