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THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

298 Broad St
Red Bank, New Jersey 07701
Tel: 732-842-7400

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About THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

THE HOGAN-KNOTTS FINANCIAL GROUP, INC, formally registered with the SEC as THE HOGAN-KNOTTS FINANCIAL GROUP, INC. The firm was established in 02/10/1989. They have over 2 offices throughout the country.

THE HOGAN-KNOTTS FINANCIAL GROUP, INC. is a Red Bank, New Jersey based Financial Planning firm with nearly $276,702,365 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106758
SEC#801-33850
Assets Managed by Firm$276,702,365
No. of Clients655
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total655$276,702,365
Individuals (other than high net worth individuals)69$25,768,840
High net worth individuals83$220,070,008
Pension and profit sharing plans25$27,081,719
Charitable organizations4$270,015
Corporations or other businesses1$3,511,783

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