Overview
Assets Under Management: $427 million
Headquarters: COATESVILLE, PA
High-Net-Worth Clients: 168
Average Client Assets: $3 million
Frequently Asked Questions
HOEY INVESTMENTS, 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 #152103), HOEY INVESTMENTS, INC. is subject to fiduciary duty under federal law.
HOEY INVESTMENTS, INC. is headquartered in COATESVILLE, PA.
HOEY INVESTMENTS, INC. serves 168 high-net-worth clients according to their SEC filing dated December 26, 2024. View client details ↓
According to their SEC Form ADV, HOEY INVESTMENTS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
HOEY INVESTMENTS, INC. manages $427 million in client assets according to their SEC filing dated December 26, 2024.
According to their SEC Form ADV, HOEY INVESTMENTS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.81
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,184
Discretionary Accounts: 1,184
Regulatory Filings
CRD Number: 152103
Last Filing Date: 2024-12-26 00:00:00
Website: https://hoeyinvestments.com