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HOYLECOHEN, LLC
SAN DIEGO, CA
858-576-7300
SEC #801-67037Total AUM
$3.4B
Employees
64Clients
1,738Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
350 CAMINO DE LA REINA
SUITE 500
SAN DIEGO
CA 92108
United States
SUITE 500
SAN DIEGO
CA 92108
United States
Operating Hours
7 AM TO 4 PM PST
Monday - Friday
Monday - Friday
Phone
858-576-7300
Other Offices
6
Financials
Total AUM
$3.4B
Accounts
5,427Discretionary
$3.4B
Accounts
5,191Non-Discretionary
$17.4M
Accounts
236
Clients
Individual Clients
885AUM
$307.9M
HNW Individual Clients
807AUM
$2.9B
Pension/Profit Sharing Plan Clients
18AUM
$82.8M
Charitable Organization Clients
6AUM
$6.1M
Government Entity Clients
12AUM
$72.1M
Corporation or Business Clients
10AUM
$36.2M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARING ON ELIGIBLE CREDIT AND CASH MANAGEMENT SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDILLAMAMTNCNHNJNVNYORPATNTXUTVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.