Overview
Assets Under Management: $255 million
Headquarters: MILWAUKEE, WI
High-Net-Worth Clients: 84
Average Client Assets: $2.9 million
Frequently Asked Questions
HOGAN FINANCIAL 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 #111600), HOGAN FINANCIAL is subject to fiduciary duty under federal law.
HOGAN FINANCIAL is headquartered in MILWAUKEE, WI.
HOGAN FINANCIAL serves 84 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, HOGAN FINANCIAL offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HOGAN FINANCIAL manages $255 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, HOGAN FINANCIAL serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.60%
Average Client Assets: $2.9 million
Total Client Accounts: 496
Discretionary Accounts: 452
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 111600
Filing ID: 1172457
Last Filing Date: 2018-03-23 09:43:00