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| Happy Holidays!! thanks for using AUM13F!! |
| HOGE Financial Services LLC
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| CRD # | 148209 |
| SEC # | 801-69665 |
| CIK # | 0001989834 |
| AUM | $533.8 M (2025-07-15) |
| Employees | 6 (100% Investors, 67% Brokers) |
| Phone | 724-745-9406 |
| Address | 400 Southpointe Blvd Canonsburg, PA 15317 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001989834 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Qualcomm Inc/DE | 2.7 | ||
| Microsoft Corp | 2.7 | ||
| Nvidia Corp | 2.3 | ||
| Facebook Inc | 1.8 | ||
| Apple Inc | 1.3 | ||
| Manulife Financial Corp | 1.0 | ||
| Amazon Com Inc | 1.0 | ||
| MVB Financial Corp | 0.8 | ||
| Rockwell Automation Inc | 0.7 | ||
| Exxon Mobil Corp | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 325 | 90.8 |
| (b) Individuals (high net worth individuals) | 208 | 383.3 |
| (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 | 8 | 59.1 |
| (h) Charitable organizations | 2 | 0.6 |
| (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 | 1,589 | 533.8 |
| By Discretionary | ||
| Discretionary | 1,391 | 488.1 |
| Non-Discretionary | 198 | 45.7 |
| Total | 1,589 | 533.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 533.8 | |
| Total | 1,589 | 533.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001989834] |
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