Assets Under Management
$635.5M
Number of Clients
510
Number of Advisors
1
Average Client AUM
$1.2M
AUM per Advisor
$635.5M
Compensation
Fee-Only (AUM)
Hoey Investments offers discretionary investment management services tailored to client goals and risk tolerance, primarily using individual equities, bonds, mutual funds, and ETFs. They also provide standalone financial planning and consulting services, but do not implement plans or monitor them unless agreed to in writing.
1000 Brandywine Creek Rd., Coatesville, PA, 19320