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Building 2HOGAN FINANCIAL

Map pinMILWAUKEE, WI
Phone414-352-9111
NotebookSEC #801-60612
Total AUM
$297.3M
Employees
1
Clients
111

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
250 W. COVENTRY CT. SUITE 202
MILWAUKEE
WI 53217
United States
Operating Hours
9:00 - 5:00
Monday - Friday
Phone
414-352-9111

ReceiptFinancials

Total AUM
$297.3M
Accounts
550
Discretionary
$275M
Accounts
519
Non-Discretionary
$22.2M
Accounts
31

ContactClients

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Individual Clients
24
AUM
$7.3M
HNW Individual Clients
87
AUM
$290M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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