Overview
Assets Under Management: $364 million
Headquarters: WAUKEGAN, IL
High-Net-Worth Clients: 6
Average Client Assets: $38.5 million
Frequently Asked Questions
HOYEM WEALTH MANAGEMENT, LLC 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 #150882), HOYEM WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HOYEM WEALTH MANAGEMENT, LLC is headquartered in WAUKEGAN, IL.
HOYEM WEALTH MANAGEMENT, LLC serves 6 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, HOYEM WEALTH MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
HOYEM WEALTH MANAGEMENT, LLC manages $364 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, HOYEM WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.44%
Average Client Assets: $38.5 million
Total Client Accounts: 23
Discretionary Accounts: 23
Regulatory Filings
CRD Number: 150882
Filing ID: 1195981
Last Filing Date: 2018-03-28 10:16:00