Peter
Hoffman

Trust Advisory Group LTD

CRD#5729878
Investment Advisor
in Lexington, MA

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About this Advisor

Peter Hoffman is a certified financial planner working in Lexington, Massachusetts who has 13 years of industry experience. Hoffman currently works for Trust Advisory Group LTD. They have worked at Trust Advisory Group Ltd for their entire career. Hoffman is registered to operate in California, Massachusetts and New York. Trust Advisory Group LTD is a registered investment firm that has its headquarters in Woburn, MA. The firm has offices in 40 locations and a total of 43 financial advisors. It oversees $500 million in assets under management between its 2,077 accounts, making it one of the larger firms in the United States by assets under management. Of its 2,077 customer accounts, just 3% are held by high-net-worth investors who have more than $1 million in investable assets. Trust Advisory Group LTD has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically are based on the type of services. However, fees charged by Trust Advisory Group LTD can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

74 Bedford St
Lexington, MA 02421

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Trust Advisory Group LTD Brokerage Details

Total Assets Under Management

$499,698,033

MA Average: $16,012,751,954
Total Number of Employees

43

MA Average: 118
Total Number of Accounts

2,077

MA Average: 4,567
Average Account Size

$240,586

MA Average: $3,506,186

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

Peter Hoffman Work History

Peter has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Trust Advisory Group LTD

*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 Peter 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 Trust Advisory Group LTD

Renard Defilippo
Ronkonkoma, NY
John Cadigan
Woburn, MA
Bernard Nugent
South Yarmouth, MA
Alan Druckenmiller
Wilbraham, MA
Peter Cahill
Cos Cob, CT
Andrew Wyman
Morristown, NJ
Peggy Romero
Arlington, MA
Robert Kelly
Woburn, MA

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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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.

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