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HOOPOE ADVISORS
603 Massachusetts Avenue
Suite 200
Boston, Massachusetts 02118
Tel: 617-708-0639
About HOOPOE ADVISORS
HOOPOE ADVISORS, formally registered with the SEC as HOOPOE ADVISORS. The firm was established in 12/12/2019. They have over 2 offices throughout the country.
HOOPOE ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $402,452,437 assets under management, offering retirement planning & investment advisory services to 472 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282573 |
| SEC# | 801-117778 |
| Assets Managed by Firm | $402,452,437 |
| No. of Clients | 472 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 472 | $402,452,437 |
| Individuals (other than high net worth individuals) | 246 | $23,253,621 |
| High net worth individuals | 208 | $348,065,447 |
| Pension and profit sharing plans | 7 | $16,005,652 |
| Charitable organizations | 14 | $15,127,717 |
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