HoyleCohen is an investment advisor in San Diego with $3.24 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204860430
SEC advisor number
801-67037
FINRA CRD number
141125
AUM ?
$3.43 bn
(as of 3 May 24)
Accounts
5,427
(as of 3 May 24)
Employees
64
(28 investment advisory or research)
Address
HoyleCohen
9350 WAXIE WAY, SUITE 500
SAN DIEGO
CA 92123
9350 WAXIE WAY, SUITE 500
SAN DIEGO
CA 92123
Phone
858-576-7300
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
15 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22