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Managing Member · Hoffmann Hermanson

Jerry J. Hoffmann

CRD 4294273 · Named on Form ADV at one SEC-registered adviser

At a glance

Hoffmann Hermanson, an SEC-registered wealth manager based in Denver, CO with $183 million in regulatory assets, lists Jerry J. Hoffmann on its Form ADV as Managing Member, a control person.

Firms and roles

  • Hoffmann HermansonManaging MemberWealth manager · Denver, CO · $183M in regulatory assets

AtlasMembers

Jerry’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
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

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