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 has been SEC-registered since 2015. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its advisory fee model is a percentage of assets under management and its business model does not position the firm as an allocator to other managers; instead it appears focused on managing client portfolios directly. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
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%
Contacts
1 of 1
Francis Hoey
Founder and PresidentCRD 2911665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 115Active vs passive
$17.6M in ETFs
69%
$12.1M
19%
$5.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRANITESHARES 2X LONG NVDA DAILY ETF (NVDL) | GraniteShares | Active | Trading Leveraged Equity | $2.7M | 90,753 | 15.34% |
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
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