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 advisor that focuses on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees. Hoodoo also engages in other financial product sales and offers educational seminars and workshops, showcasing a commitment to client education and engagement. The firm does not actively pursue ESG investments and is not classified as a multi-state 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
- Cash & Cash Equivalents100%
Contacts
1 of 1TROY 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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