Hoffmann Hermanson - Investment Advisers

About Hoffmann Hermanson

Hoffmann Hermanson LLC is an investment adviser based in Denver, Colorado, and is listed in the US investment adviser directory and among investment advisers in Colorado. The firm reports $183M in regulatory assets under management and has two employees. It advises individuals, families, business owners and charitable organizations. The firm was founded by two longtime friends and colleagues who together have 35 years of experience in financial services and capital markets. Its approach starts with understanding each client's circumstances and wealth goals, and it builds a customized financial plan from there rather than leading with specific products. Managing partner Jerry previously held a director-level institutional equity role at Citigroup Global Markets and Friedman Billings Ramsey, where he worked with institutional money managers, and he has experience with alternative investments, including private placements. Glenn began his career as a licensed broker at Charles Schwab, later led a broker training program there, and was president and principal of Ascent Financial Solutions, a registered investment adviser in Denver. He holds the Certified Financial Planner designation.

Key Facts

Assets Under Management

$183M

Employees

2

SEC File Number

801-131662