Overview
Assets Under Management: $3.7 billion
Headquarters: AUSTIN, TX
Frequently Asked Questions
HOISINGTON INVESTMENT MANAGEMENT CO 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 #107710), HOISINGTON INVESTMENT MANAGEMENT CO is subject to fiduciary duty under federal law.
HOISINGTON INVESTMENT MANAGEMENT CO is headquartered in AUSTIN, TX.
According to their SEC Form ADV, HOISINGTON INVESTMENT MANAGEMENT CO offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
HOISINGTON INVESTMENT MANAGEMENT CO manages $3.7 billion in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, HOISINGTON INVESTMENT MANAGEMENT CO serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.10%
Total Client Accounts: 32
Discretionary Accounts: 32
Regulatory Filings
CRD Number: 107710
Filing ID: 1827359
Last Filing Date: 2024-03-26 14:48:00