MH
CFP
MH
CFP

Michael R Hoffman

17 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
225 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$296.9M

Fee Structure

Minimum Investment:$300K
Financial Planning:Included in AUM fee
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Location

4800 Hampden Lane, Suite 200, Bethesda, MD, 20814

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Macroview Investment Management LLC
July 2023 - Present · 2 yrs 7 mos
Previous Registrations
Verdence Capital Advisors, LLC
June 2017 - April 2023 · 5 yrs 10 mos
Hightower Securities, LLCBroker
February 2012 - June 2017 · 5 yrs 4 mos
Hightower Advisors, LLC
February 2012 - June 2017 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2010 - February 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2010 - February 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2009 - November 2010 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - November 2010 · 11 mos
T. Rowe Price Advisory Services, INC.
June 2009 - December 2009 · 6 mos
T. Rowe Price Investment Services, INC.Broker
December 2007 - December 2009 · 2 yrs
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.