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).
-
Total Assets Under Management3,430MILLION
-
Total Number of Accounts5,427ACCOUNTS
-
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
Eric Davis (CRD# 7283674) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has over 3 years of experience in the finance industry.
Vernon Eberly (CRD# 7282042) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Robert Lopez (CRD# 7736746) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has 1 year of experience in the finance industry.
April Schultz (CRD# 7214155) is an Investment Advisor Representative working at Hoylecohen, LLC in San Diego, CA and has 1 year of experience in the finance industry.