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Principal and Trustee of the EH Revocable Trust · Marshfield Associates

Elise J. Hoffmann

CRD 2688094 · Named on Form ADV at one SEC-registered adviser

At a glance

Marshfield Associates, an SEC-registered wealth manager based in Washington, DC with $8.1 billion in regulatory assets, lists Elise J. Hoffmann on its Form ADV as Principal and Trustee of the EH Revocable Trust, a control person.

Firms and roles

  • Marshfield AssociatesPrincipal and Trustee of the EH Revocable TrustWealth manager · Washington, DC · $8.1B in regulatory assets

AtlasMembers

Elise’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Elise on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Elise’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.