Hoopoe Advisors

RIASEC Registered

Total AUM

$610M

Discretionary

$594M

97% of AUM

Avg account

$974K

Accounts

626

Employees

Advisory reps

Firm details

Headquarters: Boston, Massachusetts
CRD number: 282573
Registered since: December 12, 2019
Website: www.hoopoeadvisors.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.07%
Individuals7.73%
Charitable Organizations3.95%
Pension & Profit Sharing Plans1.24%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hoopoe Advisors is an independent registered investment adviser structured as a limited liability company and registered with the SEC in 2019. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Hoopoe is not identified as an active ESG investor and is not reported as a multi-state adviser. Industry affiliations listed with the firm include a broker-dealer relationship and acting as a sponsor of limited partnerships (excluding pooled investment vehicles).