Hoffman And Hock, Inc. (Phoenix)

Name: Hoffman And Hock, Inc.
Address: 2525 E. Camelback Road, Phoenix, AZ, 85016
Telephone: 602-468-7778

Hoffman And Hock, Inc. is a large advisory firm based in Phoenix. It manages $312.93 million of regulatory assets for 459 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, California, Connecticut, and 3 other states.

Hoffman And Hock provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hoffman And Hock: assets under management

The assets under management (AUM) of Hoffman And Hock, Inc. is $312.93 million. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $201.35 million in discretionary accounts and $111.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $815.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $526.31 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hoffman And Hock, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hoffman And Hock, Inc.

Leah Hoffman Langerman has been acting as President since 1 Sep 1989. Lana Elizabeth Hock joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leah Hoffman Langerman	President/secretary/treasurer	1 Sep 1989	75% - 100%	1020976
Lana Elizabeth Hock	Vice president	1 Jan 2000	25% - 50%	2377425

Based in Phoenix

The principal office where Hoffman And Hock, Inc. performs its advisory services is located at 2525 E. Camelback Road, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-468-7778 or by fax 602-468-7789. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.hoffmanandhock.com.