Hoodoo
Firm details
- Headquarters
- Oakland, California
- CRD number
- 291372
- Website
- www.hoodoofinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hoodoo is an independent registered investment adviser operating as a corporation and owned by an individual principal. The firm serves individual and family clients and bills using a mix of percentage-of-AUM and fixed fees. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and the firm also produces periodicals or newsletters and runs educational seminars and workshops. Hoodoo is classified in filings as engaging in other financial product sales activity, does not position itself as a capital allocator, and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
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
- Cash & Cash Equivalents100%
Contacts
1 of 1
Troy White
Financial EducatorCRD 4195486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakland, CA
Alameda
Location
Oakland, CA
Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 201 13th St
- Time zone
- PT (UTC-8)
- Office locations
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