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Home > Retirement Planners > new jersey > red bank > THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
298 Broad St
Red Bank, New Jersey 07701
Tel: 732-842-7400
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 Status | Approved |
|---|---|
| Firm CRD# | 106758 |
| SEC# | 801-33850 |
| Assets Managed by Firm | $276,702,365 |
| No. of Clients | 655 |
| No. of Advisors | 6 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 655 | $276,702,365 |
| Individuals (other than high net worth individuals) | 69 | $25,768,840 |
| High net worth individuals | 83 | $220,070,008 |
| Pension and profit sharing plans | 25 | $27,081,719 |
| Charitable organizations | 4 | $270,015 |
| Corporations or other businesses | 1 | $3,511,783 |
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