SourcingSourcing

HOFFMANN HERMANSON LLC

B53
CRD 130484·SEC 801-131662·DENVER, CO
AUM
$183.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$549K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOFFMANN HERMANSON LLC
CRD
130484
SEC file #
801-131662
EIN
—
DBA names
Hoffmann Hermanson

Economics

AUM
$183.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$148.0M → $183.0M▲ +24%
Client mix
Individuals Other129
Individuals High Net Worth70

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
04/03/2026
ADV-W filed at
—
Website
hoffmannhermanson.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HERMANSON, GLENN, HADEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HERMANSON, GLENN, HADEN
HOFFMANN, JERRY, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HOFFMANNHERMANSON.COM
Rdap Domain Creation Date
2009-10-29T21:07:54Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade5
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-29T21:07:54Z
Rdap Domain Last Changed
2025-10-08T18:26:22Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2852770
Trust Company Affiliate
No

People (2)

2
HERMANSON, GLENN, HADEN
IAR · Direct Owner · 62.5%
2852770
HOFFMANN, JERRY, JOHN
IAR · Direct Owner · 62.5%
4294273