David
Hoffman

Belpointe Asset Management LLC

CRD#7660257
Investment Advisor
in Reno, NV

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About this Advisor

David Hoffman is a financial advisor based in Reno, Nevada, working with Belpointe Asset Management LLC. David has previously held positions at Ase Financial Advisory Group, Coinbase, Inc, African Christian University, Tyrone Covenant Presbyterian Church, and Belpointe Asset Management, LLC. David has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, David is part of Belpointe Asset Management LLC, which operates out of Reno, Nevada. The firm has 95 offices and 215 employees. The firm manages assets totaling $4.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Belpointe Asset Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Damonte Ranch Parkway Building 700, Unit 700
Reno, NV 89521

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Belpointe Asset Management LLC Brokerage Details

Total Assets Under Management

$4,300,001,521

NV Average: $664,206,839
Total Number of Employees

215

NV Average: 10
Total Number of Accounts

22,446

NV Average: 1,698
Average Account Size

$191,571

NV Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

David Hoffman Work History

2022 - Present (2 years)

Ase Financial Advisory Group

2022 - Present (2 years)

Belpointe Asset Management, LLC

2022 - 2022 (< 1 year)

Coinbase, Inc

2014 - 2021 (7 years)

African Christian University

2014 - 2014 (< 1 year)

Tyrone Covenant Presbyterian Church

Disclosures

Please visit the SEC profile of David 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 Belpointe Asset Management LLC

Hugh Halsey
Merritt Island, FL
Nathan Lewis
Champaign, IL
Paul Lewis
Champaign, IL
Katherine Clausen
Janesville, WI
Scott Mullen
Reno, NV
Jesus Torres
Hutchins, TX
Garrett Devine
Beverly Hills, CA
Kurt Zipp
Reno, NV

The content in this profile was updated by SmartAsset on 6/19/2024. 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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