Hoffmann Hermanson
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hoffmann Hermanson provides discretionary portfolio management and related financial planning to individuals, trusts, estates, charitable organizations, businesses and retirement plans. The firm manages approximately $198 million in client assets and offers services that include retirement, education, tax, estate and household financial planning alongside ongoing portfolio oversight.
The firm builds client profiles based on financial condition, goals and risk tolerance and uses a mix of fundamental, technical and cyclical analysis to implement and monitor portfolios. Investment strategies span a broad range of asset types — including equities, fixed income, real estate, commodities, options, private equity, managed futures and cryptocurrency — and the advisers generally trade with discretionary authority.
Notably, the brochure discloses that appropriately licensed advisers may sell life insurance and that a managing partner has received commissions for insurance sales, with a material update stating a managing partner is no longer selling life insurance products, reflecting an insurance brokerage affiliation that is uncommon for firms this size. The firm also does not impose account minimums and documents the use of alternative and crypto investments, features that distinguish its service mix relative to many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
Main office
See office450 E. 17th Ave., Suite 400
Denver CO 80203
Advisors at this office
1
Offices (2)
Most active in
Colorado · Nebraska · Texas
Also doing business as
Ascent Financial Solutions · Ascent Financial Solutions, Inc. · G.H. Hermanson Financial Planning · Hermanson, Glenn Haden · Hoffmann Hermanson · Hoffmann Hermanson LLC · Hoffmann Hermanson, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jerry H
Series 63, Series 65
Denver, CO
Hoffmann Hermanson
Jerry Hoffmann is a financial advisor at Hoffmann Hermanson in Denver, CO, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at Hoffmann Hermanson since 2009 and previously spent a year at Arax Advisory Partners. Hoffmann Hermanson provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $198 million in assets and employs a range of investment strategies, including equities, fixed income, real estate, commodities, options, private equity, managed futures, and cryptocurrency, often with discretionary trading authority.
Glenn H
CFP®, Series 63
Denver, CO
Hoffmann Hermanson
Glenn Hermanson Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at Hoffmann Hermanson in Denver, CO since 2009. Prior to that, he worked at Arax Advisory Partners. Outside of finance, he is a musician in a local band. Hoffmann Hermanson provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans. The firm manages approximately $198 million in client assets, employing a range of investment strategies across various asset types including equities, fixed income, real estate, commodities, and cryptocurrency.
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