Overview
Assets Under Management: $427 million
Headquarters: COATESVILLE, PA
High-Net-Worth Clients: 168
Average Client Assets: $3 million
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