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Building 2HOOPOE ADVISORS

Map pinBOSTON, MA
Phone617-708-0639
NotebookSEC #801-117778
Total AUM
$610M
Employees
11
Clients
626

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
603 MASSACHUSETTS AVENUE
SUITE 200
BOSTON
MA 02118
United States
Operating Hours
9-5
Monday - Friday
Phone
617-708-0639
Other Offices
2

ReceiptFinancials

Total AUM
$610M
Accounts
626
Discretionary
$593.7M
Accounts
614
Non-Discretionary
$16.3M
Accounts
12

ContactClients

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Individual Clients
349
AUM
$47.2M
HNW Individual Clients
236
AUM
$531.1M
Pension/Profit Sharing Plan Clients
15
AUM
$7.6M
Charitable Organization Clients
26
AUM
$24.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMNNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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