Overview
Assets Under Management: $339 million
Headquarters: DEERFIELD, IL
High-Net-Worth Clients: 109
Average Client Assets: $2.9 million
Frequently Asked Questions
HOCHMAN COLE INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #141396), HOCHMAN COLE INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
HOCHMAN COLE INVESTMENT ADVISORS, INC. is headquartered in DEERFIELD, IL.
HOCHMAN COLE INVESTMENT ADVISORS, INC. serves 109 high-net-worth clients according to their SEC filing dated February 02, 2018. View client details ↓
According to their SEC Form ADV, HOCHMAN COLE INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HOCHMAN COLE INVESTMENT ADVISORS, INC. manages $339 million in client assets according to their SEC filing dated February 02, 2018.
According to their SEC Form ADV, HOCHMAN COLE INVESTMENT ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.81%
Average Client Assets: $2.9 million
Total Client Accounts: 439
Discretionary Accounts: 439
Regulatory Filings
CRD Number: 141396
Filing ID: 1172105
Last Filing Date: 2018-02-02 12:05:00