HOEY INVESTMENTS, INC

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Hoey Investments is based out of West Chester. Hoey Investments is a large advisory firm with 344 clients and discretionary assets under management (AUM) of $158,700,000 (Form ADV from 2019-02-26). Their last reported 13F filing for Q4 2019 included $140,907,000 in managed 13F securities and a top 10 holdings concentration of 50.17%. Hoey Investments's largest holding is Amazon.com Inc. with shares held of 8,649. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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13F Filings Available:
  • 2019-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HOEY INVESTMENTS, INC.
410 NORTH HIGH ST.
WEST CHESTER PA    19380
Country: United States

Business Phone: 610-738-4280
Fax: 610-738-4290
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 4
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 344
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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