HOYLECOHEN, LLC

350 Camino De La Reina
Suite 500
San Diego, California 92108
Tel: 858-576-7300

About HOYLECOHEN, LLC

HOYLECOHEN, LLC, formally registered with the SEC as HOYLECOHEN, LLC. The firm was established in 07/21/2006. They have over 7 offices throughout the country.

HOYLECOHEN, LLC is a San Diego, California based Financial Planning firm with nearly $3,085,852,836 assets under management, offering retirement planning & investment advisory services to 5169 clients. The firm is staffed with 62 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141125
SEC#	801-67037
Assets Managed by Firm	$3,085,852,836
No. of Clients	5169
No. of Advisors	62

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	5169	$3,085,852,836
Individuals (other than high net worth individuals)	947	$326,060,818
High net worth individuals	738	$2,603,474,221
Pension and profit sharing plans	2	$68,124,350
Charitable organizations	3	$5,049,286
Corporations or other businesses	11	$23,288,754

Inquire with HOYLECOHEN, LLC

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