HOFFMANN HERMANSON LLC
DBA: HOFFMANN HERMANSON
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $183.0M |
| Discretionary | $181.0M99% of AUM |
| Non-Discretionary | $2.0M |
| Client Accounts | 357 |
| Avg Account Size | $513K |
| Employees | 2 |
| Peak AUM | $183.0MApr 2026 |
| AUM CAGR |
AUM by Client Type
Total AUM
$183M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $183M | +23.6% | — | — | — |
| Discretionary AUM | $181M | +25.5% | |||
Key Metrics
| Total AUM | $183.0M |
| Discretionary | $181.0M |
| Employees | 2 |
| Client Accounts | 357 |
| Client Range | 51-100 |
Contact & Location
Address
450 E. 17TH AVE.
DENVER CO 80203
Phone
303-946-1810
Filing History
5 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$181M
98.9% of AUM
Non-Discretionary
$2M
1.1% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution