Investment adviser · CRD 130484
HOFFMANN HERMANSON
Investment adviser filing (IA)
HOFFMANN HERMANSON LLC
DENVER, CO, United States · Form ADV filed Apr 3, 2026
- Regulatory AUM
- $183M Form ADV · Item 5.F
- Client accounts
- 357 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $161,040,000 | 88.0% |
| Individuals | 129 | $21,960,000 | 12.0% |
Filing source
Form ADV 2090986 · Apr 3, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 3, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
450 E. 17TH AVE., SUITE 400DENVER, CO, 80203, United States
CRD 130484
Filing source
Form ADV 2090986 · Apr 3, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.