Be advised. This firm is no longer registered.

Hokanson Associates, Inc.

Hokanson Associates, Inc. (CRD# 104617) is a financial advisory firm headquartered in Solana Beach, CA. They manage $579,115,759 in 694 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
201 Lomas Santa Fe Dr, Ste 360, Solana Beach, CA 92075
By the Numbers
  • Total Assets Under Management
    579
    MILLION
  • Total Number of Accounts
    694
    ACCOUNTS
  • Average Account Value
    $834,461
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NH, NM, TX

Financial Advisors at Hokanson Associates, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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