NICHOLAS HOFFMAN & COMPANY, LLC

1355 Peachtree St.,Ste 1450
Atlanta, Georgia 30309
Tel: 404-815-5050

About NICHOLAS HOFFMAN & COMPANY, LLC

NICHOLAS HOFFMAN & COMPANY, LLC, formally registered with the SEC as NICHOLAS HOFFMAN & COMPANY, LLC. The firm was established in 09/14/2007. They have over 2 offices throughout the country.

NICHOLAS HOFFMAN & COMPANY, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $6,681,567,764 assets under management, offering retirement planning & investment advisory services to 2124 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144516
SEC#	801-68306
Assets Managed by Firm	$6,681,567,764
No. of Clients	2124
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2124	$6,681,567,764
Individuals (other than high net worth individuals)	111	$36,377,807
High net worth individuals	266	$6,301,337,189
Pension and profit sharing plans	Fewer than 5 clients	$2,656,818
Charitable organizations	9	$341,195,950

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