HOISINGTON INVESTMENT MANAGEMENT CO

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

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 $3,721,493,423 assets under management, offering retirement planning & investment advisory services to 32 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107710
SEC#	801-15602
Assets Managed by Firm	$3,721,493,423
No. of Clients	32
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	32	$3,721,493,423
Individuals (other than high net worth individuals)	Fewer than 5 clients	$13,606,113
High net worth individuals	Fewer than 5 clients	$3,707,419
Pension and profit sharing plans	6	$564,108,263
Charitable organizations	4	$127,145,085
Corporations or other businesses	Fewer than 5 clients	$6,495,176

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