Hoover Financial Advisors Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Hoover Financial Advisors Inc
CRD #133979
SEC #801-63867
CIK #0001766786
AUM $1.2 BB (85% Disc, 100% US, 2020-07-01)
Employees 20 (65% Investors, 15% Brokers)
Phone610-651-2777
Address112 Moores Road
Malvern, PA 19355
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
120096072048024002004200920152021
Sector Form 13F Holdings Cap ($MM) Value ($MM)
HII 8,170.0 30.0
WST 7,260.0 11.8
JNJ 346,110.0 11.3
SYK 58,650.0 6.0
AAPL 674,750.0 6.0
PG 229,010.0 3.2
AMZN 733,590.0 2.1
MSFT 747,660.0 1.6
AMGN 120,420.0 1.5
 
 
Holdings by Sector ($MM)
3502802101407002017201820192021
EDGAR Form CIK 2011 - 2021
13F-HR [0001766786]
Comparable Firms State AUM ($BB)
Whitnell & Co
IL 1.2
Hunter Michael Investment Advisors Inc
VA 1.2
Novare Capital Management
NC 1.2
Mitchell Sinkler & Starr Inc
PA 1.2
Trilogy Capital Inc
CA 1.2
Corda Investment Management LLC
TX 1.2
FCG Wealth Management LLC
NJ 1.2
NBT Capital Management Inc
NY 1.2
Private Capital Group LLC
CT 1.1
CornerStone Capital Inc
CA 1.1
Terms | Privacy | Guide
tony@aum13f.com