Overview
Assets Under Management: $817 million
Headquarters: MALVERN, PA
High-Net-Worth Clients: 550
Average Client Assets: $0.3 million
Frequently Asked Questions
HOOVER FINANCIAL 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 #133979), HOOVER FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
HOOVER FINANCIAL ADVISORS, INC. is headquartered in MALVERN, PA.
HOOVER FINANCIAL ADVISORS, INC. serves 550 high-net-worth clients according to their SEC filing dated November 15, 2018. View client details ↓
According to their SEC Form ADV, HOOVER FINANCIAL ADVISORS, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
HOOVER FINANCIAL ADVISORS, INC. manages $817 million in client assets according to their SEC filing dated November 15, 2018.
According to their SEC Form ADV, HOOVER FINANCIAL ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 550
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.98%
Average Client Assets: $0.3 million
Total Client Accounts: 2,090
Discretionary Accounts: 1,904
Non-Discretionary Accounts: 186
Regulatory Filings
CRD Number: 133979
Filing ID: 1246284
Last Filing Date: 2018-11-15 15:50:00