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Marc David Hoffrichter

MDH Investment Management, Inc.

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About Marc David Hoffrichter

Marc Hoffrichter is an investment advisor representative at MDH Investment Management, Inc., which is based in EAST LIVERPOOL, OH. Marc Hoffrichter has been in the industry since December 2004. Marc Hoffrichter is registered with the state of Ohio and Indiana. MDH Investment Management, Inc. provides portfolio management for individuals and businesses, as well as advisory services for pension plans.

Firm Information

Marc Hoffrichter is currently registered with MDH Investment Management, Inc.. MDH Investment Management, Inc. is an investment advisor headquartered in Minnesota. They manage approximately $61.49 million in assets for 188 clients. The firm offers portfolio management for individuals and businesses, as well as wrap fee programs. Their clients include high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.

$61.49M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marc Hoffrichter’s Registration & Firm History

OH

02/10/2005 - Present

MDH Investment Management, Inc. (EAST LIVERPOOL OH)

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Licenses & Designations

BC

Issued 05/27/2003

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc David Hoffrichter.
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