Alan Nathan Hoffman
Investment adviser representative at Hoffman, Alan N. Investment Management
38 yearsExperience
1 stateRegistered in
$187.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
38 years in the industry.
- PearsonAug 2011 to now
- Hoffman, Alan N. Investment ManagementAug 2002 to now
- Hoffman, Alan N. Investment MangagementJul 1994 to now
- Bentley UniversitySep 1988 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (MA).
Hoffman, Alan N. Investment Management
Legal name: Hoffman Alan Nathan
$187.9MAssets managed
75Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2616886
- Firm CRD
- 109454