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, individual-owned registered investment adviser that began SEC registration in 2015. The firm provides fee-based wealth management, focusing on financial planning and discretionary portfolio management for individuals, families and small businesses. Hoey Investments reports a single-owner structure, does not operate as a capital allocator or related adviser, and does not position itself as an active ESG investor or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 1FRANCIS HOEY
Founder and PresidentCRD 2911665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 112Active vs passive
$18.4M in ETFs
74%
$13.7M
21%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GRANITESHARES 2X LONG NVDA DAILY ETF (NVDL) | GraniteShares | Active | Trading Leveraged Equity | $3.2M | 44,234 | 17.40% |
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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