David
Hoffman
Belpointe Asset Management LLC
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About this Advisor
David Hoffman is a financial advisor operating out of Greenville, South Carolina with a total of 1 year of relevant experience. Hoffman works at Belpointe Asset Management LLC. The advisor has gained experience at Ase Financial Advisory Group, Coinbase, Inc, African Christian University, Tyrone Covenant Presbyterian Church and Covenant College. Hoffman holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in South Carolina. Belpointe Asset Management LLC is a firm based out of Reno, NV. The firm has offices in 95 locations and a total of 226 employees. It manages $4 billion in assets under management across its 16,063 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves four charities and foundations. Of its 16,063 accounts, just 8% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice largely are based on which services are offered. However, fee types billed by Belpointe Asset Management LLC likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$3,855,302,523
226
16,063
$240,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
David Hoffman Work History
David has been registered as a financial advisor for 1 years.*
Ase Financial Advisory Group
Coinbase, Inc
African Christian University
Tyrone Covenant Presbyterian Church
Covenant College
*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 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
Reno, NV
Charlotte, NC
Haddon Heights, NJ
Reno, NV
Reno, NV
Danville, CA
The Villages, FL
Jacksonville, AL
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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