Hoylecohen, LLC
Hoylecohen, LLC (CRD# 141125) is a financial advisory firm headquartered in San Diego, CA. They manage $3,430,171,657 in 5,427 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management3,430MILLION
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Total Number of Accounts5,427ACCOUNTS
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Average Account Value$632,057
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, GA, ID, IL, LA, MA, MT, NC, NH, NJ, NV, NY, OR, PA, TN, TX, UT, VA, WA
Janet Acheatel (CRD# 707611) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 43 years of experience in the finance industry.
Elisabeth Cullington (CRD# 1563270) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 29 years of experience in the finance industry.
Marc Davis (CRD# 2087050) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 33 years of experience in the finance industry.
Charles Ebersole (CRD# 1107100) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 38 years of experience in the finance industry.
Heather England (CRD# 6269274) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
Colleen Gepp (CRD# 1433532) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 37 years of experience in the finance industry.
Kevin Hoyle (CRD# 1105896) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 40 years of experience in the finance industry.
Jeremy Kovacevich (CRD# 5860889) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 11 years of experience in the finance industry.
Rachel Luken (CRD# 2381941) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 30 years of experience in the finance industry.
Peter Mueller (CRD# 5155229) is an Investment Advisor Representative working at Hoylecohen, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.