Hoey Investments, Inc.

Hoey Investments, Inc. (CRD# 152103) is a financial advisory firm headquartered in West Chester, PA. They manage $106,004,622 in 656 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    656
    ACCOUNTS
  • Average Account Value
    $161,592
Compensation Options
  • A percentage of assets under your management
  • 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
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, DE, NJ, PA, TX

Financial Advisors at Hoey Investments, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kirk S. Okumura
CRD#: 3017402
410 North High St., West Chester, PA 19380
90
Wealthminder
score

Kirk Okumura (CRD# 3017402) is an Investment Advisor Representative working at Hoey Investments, Inc. in West Chester, PA and has 1 year of experience in the finance industry.

2
Katelyn E. Derr
CRD#: 6266174
410 North High St., West Chester, PA 19380
89
Wealthminder
score

Katelyn Derr (CRD# 6266174) is an Investment Advisor Representative working at Hoey Investments, Inc. in West Chester, PA and has over 3 years of experience in the finance industry.

3
Francis J. Hoey
CRD#: 2911665
410 North High St., West Chester, PA 19380
86
Wealthminder
score

Francis Hoey (CRD# 2911665) is an Investment Advisor Representative working at Hoey Investments, Inc. in West Chester, PA and has over 19 years of experience in the finance industry. Francis Hoey 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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