Eustice & Hoffman Inc (Phoenix)

Name: Eustice & Hoffman Inc
Address: 2525 E Camelback Rd, Suite 850, Phoenix, AZ, 85016
Telephone: 602-468-7778

Eustice & Hoffman Inc is a large advisory firm based in Phoenix. It manages $128 million of regulatory assets for 299 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona and California.

Eustice & Hoffman provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eustice & Hoffman: assets under management

The assets under management (AUM) of Eustice & Hoffman Inc is $128 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $113 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $441.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $348.84 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eustice & Hoffman Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eustice & Hoffman Inc

Leah Hoffman Langerman has been acting as President since 1 Sep 1989. Lana Elizabeth Hock joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Leah Hoffman Langerman	President	1 Sep 1989	75% - 100%	1020976
Lana Elizabeth Hock	Vice president	1 Jan 2000	25% - 50%	2377425

Based in Phoenix

The principal office where Eustice & Hoffman Inc performs its advisory services is located at 2525 E Camelback Rd, Suite 850, Phoenix, AZ 85016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-468-7778 or by fax 602-468-7789. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.eandhinc.com.