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Home > Retirement Planners > pennsylvania > coatesville > HOEY INVESTMENTS, INC.
HOEY INVESTMENTS, INC.
1000 Brandywine Creek Rd.
Coatesville, Pennsylvania 19320
Tel: 610-738-4280
About HOEY INVESTMENTS, INC.
HOEY INVESTMENTS, INC, formally registered with the SEC as HOEY INVESTMENTS, INC. The firm was established in 02/02/2015. They have over 1 offices throughout the country.
HOEY INVESTMENTS, INC. is a Coatesville, Pennsylvania based Financial Planning firm with nearly $427,460,751 assets under management, offering retirement planning & investment advisory services to 1184 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152103 |
| SEC# | 801-80919 |
| Assets Managed by Firm | $427,460,751 |
| No. of Clients | 1184 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1184 | $427,460,751 |
| Individuals (other than high net worth individuals) | 586 | $95,500,113 |
| High net worth individuals | 192 | $324,811,892 |
| Charitable organizations | 15 | $1,855,682 |
| Corporations or other businesses | 14 | $5,293,064 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
| $333,066,527,268 | 804462 | 2107 | |
| $194,796,322,013 | 93301 | 411 |
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