HoyleCohen LLC
- Assets, Funds, Holdings
| HoyleCohen LLC
|
| CRD # | 141125 |
| SEC # | 801-67037 |
| CIK # | 0001559077 |
| AUM |
|
| Employees |
64 (44% Investors, 0% Brokers)
|
| Phone | 858-576-7300 |
| Address | 350 Camino de La Reina
San Diego, CA 92108 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn] [Facebook]
|
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
885
|
0.3 |
| (b) Individuals (high net worth individuals) |
807
|
2.9 |
| (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 |
18 |
0.1 |
| (h) Charitable organizations |
6 |
0.0 |
| (i) State or municipal government entities |
12 |
0.1 |
| (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 |
10 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
5,427 |
3.4 |
| By Discretionary |
| Discretionary |
5,191 |
3.4 |
| Non-Discretionary |
236 |
0.0 |
| Total |
5,427 |
3.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
3.4 |
| Total |
5,427 |
3.4 |
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False
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