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HOFFMAN, ALAN N. INVESTMENT MANAGEMENT
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$226.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 226.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 109454 |
| SEC Number | 801-118227 |
| Phone | 617-308-5087 |
| Total Employees | 1 |
Client Count by Type (88 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 53 |
| Individuals (other than H… | 35 |
County data not available for this organization.