Janet
Hoffmann
Sand Hill Global Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Janet Hoffmann is a certified financial planner and chartered financial analyst based out of San Francisco, California who has 4 years of relevant experience. Hoffmann is on the advisory team at Sand Hill Global Advisors, LLC. They have spent their complete time as a financial advisor at Sand Hill Global Advisors, Llc. Hoffmann maintains a Series 63 license, qualifying them as a securities broker, and is registered to operate in California. Sand Hill Global Advisors, LLC is an advisory business operating out of Palo Alto, CA. The company has a total of 32 financial advisors. It oversees $3 billion in assets across its 1,866 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 20 charitable organizations. Of its 1,866 client accounts, 85% are held by high-net-worth investors who have greater than $1 million in investable assets. Sand Hill Global Advisors, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely are based on which services are provided. Fees charged by Sand Hill Global Advisors, LLC can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sand Hill Global Advisors, LLC Brokerage Details
$3,037,936,441
32
1,866
$1,628,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Janet Hoffmann Work History
Janet has been registered as a financial advisor for 4 years.*
Integral Financial Solutions, Lld
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Janet Hoffmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sand Hill Global Advisors, LLC
Palo Alto, CA
San Francisco, CA
Palo Alto, CA
Palo Alto, CA
Palo Alto, CA
San Francisco, CA
Palo Alto, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
