Eric
Hoffman
Iht Wealth Management LLC
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About this Advisor
Eric Hoffman is a financial advisor based in Aurora, Illinois. Hoffman is an employee of Iht Wealth Management LLC. Hoffman has gained experience at Ahc Painting/Top Coat Painting, Morgan Stanley, Bank Of America, Citigroup, Bmo Harris and Morgan Stanley Private Bank, N.A. Hoffman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Illinois. Iht Wealth Management LLC is a business operating out of Chicago, IL. The firm has offices in 67 locations and a total of 219 advisors. It manages $4 billion in assets under management between its 18,644 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 51 charities and foundations. Of its 18,644 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Iht Wealth Management LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services typically depend on which services the firm provides the client. However, fee types charged by Iht Wealth Management LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iht Wealth Management LLC Brokerage Details
$4,373,565,753
219
18,644
$234,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eric Hoffman Work History
Eric has been registered as a financial advisor for 0 years.*
Morgan Stanley
Morgan Stanley Private Bank, N.A
Citigroup
Bmo Harris
Bank Of America
Ahc Painting/Top Coat Painting
*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 Eric Hoffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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