Hozie Consulting

Hozie Consulting (CRD# 310894) is a financial advisory firm headquartered in , . They manage $11,896,975 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/stephenhozie
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $330,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Hozie Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Stephen Hozie, financial advisor Coppell TX
Stephen A. Hozie
CRD#: 6880294
Coppell, TX

Stephen Hozie (CRD# 6880294) is an Investment Advisor Representative working at Hozie Consulting in Coppell, TX and has over 6 years of experience in the finance industry.

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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