Directory of Professional Retirement Planners
National Coverage
Local Professionals
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 |
More Retirement Planning firms in Red Bank, New Jersey:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,014,741,753,029 | 1021 | 1705 | |
| $702,387,082,915 | 1093486 | 12701 | |
| $691,908,159,462 | 1840565 | 61 | |
| $499,516,358,508 | 637 | 925 | |
| $458,191,510,749 | 46332 | 1483 |
Explore More Retirement Advisors in Red Bank, New Jersey