Hochman Cole Investment Advisors, Inc.

Hochman Cole Investment Advisors, Inc. (CRD# 141396) is a financial advisory firm headquartered in Deerfield, IL. They manage $259,007,736 in 331 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    259
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $782,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX

Financial Advisors at Hochman Cole Investment Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Williams
CRD#: 3068206
770 Lake Cook Road #100, Deerfield, IL 60015
96
Wealthminder
score

Michael Williams (CRD# 3068206) is an Investment Advisor Representative working at Hochman Cole Investment Advisors, Inc. in Deerfield, IL and has over 18 years of experience in the finance industry. Michael Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Philip J. Cole
CRD#: 4395294
770 Lake Cook Road #100, Deerfield, IL 60015
71
Wealthminder
score

Philip Cole (CRD# 4395294) is an Investment Advisor Representative working at Hochman Cole Investment Advisors, Inc. in Deerfield, IL and has over 15 years of experience in the finance industry. Philip Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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