← Directory
HOFFMANN HERMANSON
Legal name: HOFFMANN HERMANSON LLC
CRD 130484File 801-131662
APPROVED
Retail clients
Filing as of Apr 3, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$183.0M
Bottom 25% of cohort (national)
Discretionary AUM
$181.0M
Non-discretionary $2.0M
Clients
199
357 accounts
Employees
2
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 7, 2025
- Principal office
- 450 E. 17TH AVE., SUITE 400, DENVER, CO, 80203
- Phone
- 303-946-1810
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $183.0M
- Discretionary AUM
- $181.0M
- Non-discretionary AUM
- $2.0M
- Discretionary accounts
- 355
- Non-discretionary accounts
- 2
- Total accounts
- 357
- AUM per client
- $920K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 70 | $161.0M |
| Individuals (other than high net worth individuals) | 129 | $22.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.