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HOFFMAN, ALAN N. INVESTMENT MANAGEMENT

HOFFMAN ALAN NATHAN

CRD 109454 · SEC 801-118227

Visit website

MA, United States

Phone

617-308-5087

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$183.4M

Discretionary AUM

$183.4M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-01-21

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals35$12.9M
High net worth individuals45$170.4M

States served

MA

All web addresses on file

Official SEC filing: View on IAPD