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Building 2THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

Map pinRED BANK, NJ
Phone732-842-7400
NotebookSEC #801-33850
Total AUM
$331.6M
Employees
4
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
298 BROAD ST
RED BANK
NJ 07701
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
732-842-7400
Other Offices
1

ReceiptFinancials

Total AUM
$331.6M
Accounts
661
Discretionary
$331.6M
Accounts
661
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
65
AUM
$40.3M
HNW Individual Clients
85
AUM
$258.9M
Pension/Profit Sharing Plan Clients
25
AUM
$29.6M
Charitable Organization Clients
4
AUM
$238K
Corporation or Business Clients
1
AUM
$2.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

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

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