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| HOGE Financial Services LLC
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|---|---|
| CRD # | 148209 |
| SEC # | 801-69665 |
| CIK # | 0001989834 |
| AUM | 621.9 M (2026-03-24) |
| Employees | 6 (100% Investors, 67% Brokers) |
| Phone | 724-745-9406 |
| Address | 400 Southpointe Blvd Canonsburg, PA 15317 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 3.2 | |
| Microsoft Corp | 2.6 | |
| Qualcomm Inc/DE | 2.2 | |
| Facebook Inc | 2.0 | |
| Apple Inc | 1.9 | |
| Alphabet Inc | 1.1 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 1.0 | |
| Amazon Com Inc | 1.0 | |
| Manulife Financial Corp | 0.9 | |
| Rockwell Automation Inc | 0.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 378 | 121.9 |
| (b) Individuals (high net worth individuals) | 166 | 434.2 |
| (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 | 11 | 62.7 |
| (h) Charitable organizations | 2 | 3.1 |
| (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 | 1,678 | 621.9 |
| By Discretionary | ||
| Discretionary | 1,402 | 569.6 |
| Non-Discretionary | 276 | 52.2 |
| Total | 1,678 | 621.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 621.0 | |
| Total | 1,678 | 621.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989834] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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