Overview
Assets Under Management: $3.4 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 807
Average Client Assets: $3.6 million
Frequently Asked Questions
HOYLECOHEN, 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 #141125), HOYLECOHEN, LLC is subject to fiduciary duty under federal law.
HOYLECOHEN, LLC is headquartered in SAN DIEGO, CA.
HOYLECOHEN, LLC serves 807 high-net-worth clients according to their SEC filing dated May 03, 2024. View client details ↓
According to their SEC Form ADV, HOYLECOHEN, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HOYLECOHEN, LLC manages $3.4 billion in client assets according to their SEC filing dated May 03, 2024.
According to their SEC Form ADV, HOYLECOHEN, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2024: 86
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 807
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.28%
Average Client Assets: $3.6 million
Total Client Accounts: 5,427
Discretionary Accounts: 5,191
Non-Discretionary Accounts: 236
Regulatory Filings
CRD Number: 141125
Filing ID: 1873951
Last Filing Date: 2024-05-03 15:32:00