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HOFFMAN, ALAN N. INVESTMENT MANAGEMENT

· CRD 109454 · IAPD ↗ · anhinvest.com · 617-308-5087

$187.9MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2024 — HOFFMAN, ALAN N. INVESTMENT MANAGEMENT reported RAUM up 35% ($136.8M -> $184.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.