Hoey Investments, Inc.
Firm details
- Headquarters
- Coatesville, Pennsylvania
- CRD number
- 152103
- Registered since
- February 2, 2015
- Website
- www.hoeyinvestments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.29%
- Individuals16.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hoey Investments, Inc. is an independent, individually owned registered investment adviser that focuses on portfolio management and financial planning for individuals, families and small businesses. The firm is registered with the SEC (registered in 2015) and charges clients on a percentage-of-assets-under-management basis. Its publicly reported activities emphasize direct portfolio management and financial planning rather than institutional consulting or multi-state advisory expansion. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$21.5M in ETFs
64%
$13.6M
18%
$7.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIREXION DAILY MU BULL 2X ETF (MUU) | Direxion | $3.7M | 99,730 | 17.11% |
Location
Coatesville, PA
Chester
Location
Coatesville, PA
Headquartered in Coatesville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 1000 Brandywine Creek Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
MMA Asset Management LLC
RIAConshohocken, PA
Insight Advisors, LLC
RIANewtown, PA
Stoneridge Pmg Advisors, LLC
RIARadnor, PA
Bruton Chisnell Advisors, LLC
RIADowningtown, PA
MTM Financial Group, LLC
RIABethlehem, PA
Grant Street Asset Management Inc
RIACanonsburg, PA