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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.