Hoodoo

RIASEC Registered
Total AUM
$700K
Discretionary
$0
0% of AUM
Avg account
$33.3K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
Oakland, California
CRD number
291372
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 100%100%
  • Cash & Cash Equivalents100%

Contacts

1 of 1
  • Troy White

    Troy White

    Financial EducatorCRD 4195486

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth