Hochman Cole Investment Advisors Inc

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Assets, Funds, Holdings

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Hochman Cole Investment Advisors Inc
CRD #141396
SEC #801-67213
CIK #0001568890
AUM
Employees 5 (60% Investors, 80% Brokers)
Phone847-559-0180
Address770 Lake Cook Road 100
Deerfield, IL 60015-4920
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
4503602701809002006201220182024
CIK Period
0001568890
Sector Form 13F Holdings Value ($M)
Apple Inc 5.5
AbbVie Inc 3.9
Abbott Laboratories 2.2
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 84 28.6
(b) Individuals (high net worth individuals) 135 412.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 1.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 582 442.5
By Discretionary
Discretionary 582 442.5
Non-Discretionary 0 0.0
Total 582 442.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 442.5
Total 582 442.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001568890]
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