Hochman Cole Investment Advisors is an investment advisor in Deerfield with $442.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205009208
SEC advisor number
801-67213
FINRA CRD number
141396
AUM ?
$442.54 mm
(as of 17 Feb 21)
Accounts
582
(as of 17 Feb 21)
Employees
5
(3 investment advisory or research)
Address
Hochman Cole Investment Advisors
770 LAKE COOK ROAD, SUITE 100
DEERFIELD
IL 60015
770 LAKE COOK ROAD, SUITE 100
DEERFIELD
IL 60015
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Phone
847-559-0180
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Hochman, Joel, Leonard | President | 09/2006 | 50-75% |
| Cole, Philip, Jeffrey | Vice President, CCO | 08/2012 | 50-75% |
| Williams, Michael, James | Senior Advisor | 09/2015 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
20 Oct 21
13F-HR
Quarterly holdings report by institutional manager
23 Aug 21
13F-HR
Quarterly holdings report by institutional manager
10 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
23 Oct 20
13F-HR
Quarterly holdings report by institutional manager
29 Jul 20
13F-HR
Quarterly holdings report by institutional manager
23 Apr 20
13F-HR
Quarterly holdings report by institutional manager
3 Feb 20
13F-HR
Quarterly holdings report by institutional manager
12 Nov 19
13F-HR
Quarterly holdings report by institutional manager
6 Aug 19