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HOISINGTON INVESTMENT MANAGEMENT CO

6836 Fm 2244 Rd.
Bldg 2 Suite 100
Austin, Texas 78746-5070
Tel: 512-327-7200

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About HOISINGTON INVESTMENT MANAGEMENT CO

HOISINGTON INVESTMENT MANAGEMENT CO, formally registered with the SEC as HOISINGTON INVESTMENT MANAGEMENT CO. The firm was established in 10/30/1980. They have over 1 offices throughout the country.

HOISINGTON INVESTMENT MANAGEMENT CO is a Austin, Texas based Financial Planning firm with nearly $3,768,055,344 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107710
SEC#801-15602
Assets Managed by Firm$3,768,055,344
No. of Clients39
No. of Advisors10

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total39$3,768,055,344
Individuals (other than high net worth individuals)Fewer than 5 clients$33,951,397
High net worth individualsFewer than 5 clients$3,599,763
Pension and profit sharing plans9$833,641,715
Charitable organizations6$170,435,924
Corporations or other businessesFewer than 5 clients$6,277,492

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