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
Sheryl Rayner (CRD# 5740274) is an Investment Advisor Representative working at Hoylecohen, LLC in Phoenix, AZ and has over 14 years of experience in the finance industry.
Joseph Seiley (CRD# 4899261) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 19 years of experience in the finance industry.
Katherine Siriwan (CRD# 2906026) is an Investment Advisor Representative working at Hoylecohen, LLC in Santa Monica, CA and has 1 year of experience in the finance industry.
Ty Summerlin (CRD# 2997394) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 26 years of experience in the finance industry.
Stephen Taddei Aka Taddie (CRD# 1358566) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 38 years of experience in the finance industry.
Vanessa Wieliczko (CRD# 5603974) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Ismar Zildzic (CRD# 5855151) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Brandon Bol (CRD# 7282032) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Robert Carnegie (CRD# 7549074) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has 1 year of experience in the finance industry.
James Cooney (CRD# 6137340) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 10 years of experience in the finance industry.