Aaron
Hoffman

Inspire Advisors, LLC

CRD#6865274
Investment Advisor
in Meridian, ID

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About this Advisor

Aaron Hoffman is a financial advisor based out of Meridian, Idaho with 1 year of industry experience. Hoffman works at Inspire Advisors, LLC. Their career trajectory has included roles at Morgan Stanley, Town Of North Hodge, Jonesboro Assembly Of God, Family Worship Center Church Inc and Inspire Advisors, LLC. Hoffman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana. Inspire Advisors, LLC is a business that has its headquarters in Meridian, ID. The firm has offices in 23 locations and a total of 29 people on staff. It administers $521 million in assets across its 4,228 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 4,228 accounts, just 6% are held by high-net-worth investors who have more than $1 million in investable assets. Inspire Advisors, LLC has a broad set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules usually are based on the type of financial services offered. Fees billed by Inspire Advisors, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

3597 E Monarch Sky Ln Suite 330
Meridian, ID 83646

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Inspire Advisors, LLC Brokerage Details

Total Assets Under Management

$520,780,003

ID Average: $655,107,610
Total Number of Employees

29

ID Average: 12
Total Number of Accounts

4,228

ID Average: 770
Average Account Size

$123,174

ID Average: $850,789

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Aaron Hoffman Work History

Aaron has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Inspire Advisors, LLC

2018 - 2022 (4 years)

Morgan Stanley

2017 - 2017 (< 1 year)

Town Of North Hodge

2016 - 2017 (1 year)

Jonesboro Assembly Of God

2010 - 2015 (5 years)

Family Worship Center Church Inc

*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 Aaron Hoffman 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 Inspire Advisors, LLC

David Eck
Meridian, ID
Eric Boyum
Caldwell, ID
Beau Zumbusch
Buffalo, MN
Luke Andrews
Meridian, ID
Andrew Lehman
Columbus, OH
Scott Harlan
Meridian, ID
Alexander Lentine
Grand Rapids, MI
Joseph Allen
Largo, FL

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.

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