C Hoilman, financial advisor Westwood MA

C Hoilman

CRD Number: 248217
Current Firm: Mha Financial Corp

C Hoilman (CRD# 248217) is an Investment Advisor Representative working at Mha Financial Corp in Westwood, MA and has over 40 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
Four Points Capital Partners LLC New York, NY Jan 2019 - Current 3
New Frontier Partners LLC Westwood, MA Jun 2009 - Current 13
Mha Financial Corp Westwood, MA Jun 2005 - Current 17
M&a Counselors And Fiduciaries LLC Woburn, MA Jan 2000 - Current 22
Mha Financial Corp Westwood, MA May 1977 - Dec 2018 41
Mha Oil & Gas/1980-ii, Ltd Braintree, MA Dec 1980 - Oct 2014 33
Mha Oil & Gas /1980-i Ltd Braintree, MA Aug 1980 - Oct 2014 34
Mha Oil & Gas, Ltd Braintree, MA Sep 1979 - Oct 2014 35
Mha Planning Systems, Inc. Braintree, MA Sep 1979 - Oct 2014 35
Mha Management Corporation Braintree, MA Jul 1978 - Oct 2014 36
Mitchell, Hoilman & Assoc. Braintree, MA May 1975 - Oct 2014 39
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for C W. Hoilman
Phone Number: 212-257-5240
Firm Website: http://www.doctorsfs.com
Registered State(s):
  • FL
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    73
    MILLIONS
  • Total Number of Accounts
    115
    ACCOUNTS
  • Average Account Value
    $635,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, MA, NJ, NY, TX

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