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HOFFMANN HERMANSON

DENVER, CO · CRD 130484 · IAPD ↗ · hoffmannhermanson.com · 303-946-1810

$183.0MRegulatory AUM
2Advisory reps
2Employees
199Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2025 — HOFFMANN HERMANSON (DENVER, CO) is newly SEC-registered with $148.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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