Chad
Hoffman

Wcm Investment Management

CRD#3082851
Investment Advisor
in Saint Louis, MO

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About this Advisor

Chad Hoffman is a financial advisor based out of Saint Louis, Missouri with a total of 3 years of industry experience. Hoffman is currently employed by Wcm Investment Management. The advisor has gained experience at Kennedy Capital Management, Inc and Wcm Investment Management. Hoffman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. Wcm Investment Management is a registered investment business based in Laguna Beach, CA. The firm has offices in three locations and a total of 79 financial advisors. It oversees $61 billion in total assets across its 9,075 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 264 charities and foundations. Of its 9,075 customer accounts, 20% belong to high-net-worth investors who have greater than $1 million in assets. Wcm Investment Management provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fees usually vary depending on the type of financial services offered. Fee types billed by Wcm Investment Management most likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

7800 Forsyth Blvd. Suite 150
Saint Louis, MO 63105

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Wcm Investment Management Brokerage Details

Total Assets Under Management

$60,537,932,174

MO Average: $7,578,581,321
Total Number of Employees

79

MO Average: 43
Total Number of Accounts

9,075

MO Average: 3,727
Average Account Size

$6,670,847

MO Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Chad Hoffman Work History

Chad has been registered as a financial advisor for 3 years.*

2018 - Present (6 years)

Wcm Investment Management

2012 - 2018 (6 years)

Kennedy Capital Management, 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 Chad 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 Wcm Investment Management

Chad Hoffman
Saint Louis, MO
John Karl
Laguna Beach, CA
Paul Hunter
Saint Louis, MO
Aaron Reed
Cincinnati, OH
John Macarthur
Laguna Beach, CA
Don Kuo
Laguna Beach, CA
Sloane Payne
Laguna Beach, CA
Jonathon Detter
Laguna Beach, 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.

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