HOOVER FINANCIAL ADVISORS, INC.

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Hoover Financial Advisors is based out of Malvern. Hoover Financial Advisors is a large advisory firm with 763 clients and discretionary assets under management (AUM) of $748,457,326 (Form ADV from 2018-11-15). Their last reported 13F filing for Q4 2018 included $90,716,000 in managed 13F securities and a top 10 holdings concentration of 74.35%. Hoover Financial Advisors's largest holding is Vanguard Russell 1000 Growth ETF with shares held of 146,475. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

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12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.59%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

HOOVER FINANCIAL ADVISORS, INC.
112 MOORES ROAD SUITE 100
MALVERN PA    19355
Country: United States

Business Phone: 610-651-2777
Fax: 610-651-2797
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 23
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,FINANCIAL PLANNING ADMINISTRATIVE FEES; ASSETS UNDER ADVISEMENT;
Amount of client funds and securities:
Total Number of Clients: 763
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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HOOVER FINANCIAL ADVISORS, INC.

ownership team - last updated 2018-11-15
Name Title Start Date Direct/Indirect % Ownership
HOOVER, PETER, KENT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF EXECUTIVE OFFICER direct 2017-09-01
IFG RUSSELL ADVISORS INC TREASURER direct 1994-09-01 2004-01-08
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. TREASURER direct 1988-04-01 2005-02-15
IFG RUSSELL ADVISORS INC INVESTMENT ADVISORY ASSOC. direct 2005-02-01 2005-03-22
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2017-01-26
MULLIN, WILLIAM, BARRETT PRESIDENT 09/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT direct 2017-09-01
VILLANOVA FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT direct 2007-07-01
MURPHY, KELLY, ELIZABETH CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF COMPLIANCE OFFICER direct 2017-09-01

HOOVER FINANCIAL ADVISORS, P.C.

ownership team - last updated 2017-09-26
Name Title Start Date Direct/Indirect % Ownership
MURPHY, KELLY, ELIZABETH CHIEF COMPLIANCE OFFICER 09/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF COMPLIANCE OFFICER direct 2017-09-01
MULLIN, WILLIAM, BARRETT PRESIDENT 09/01/2017 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT direct 2017-09-01
VILLANOVA FINANCIAL SERVICES, INC. CHIEF COMPLIANCE OFFICER AND PRESIDENT direct 2007-07-01
HOOVER, PETER, KENT CHIEF EXECUTIVE OFFICER 09/01/2017 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HOOVER FINANCIAL ADVISORS, P.C. CHIEF EXECUTIVE OFFICER direct 2017-09-01
IFG RUSSELL ADVISORS INC TREASURER direct 1994-09-01 2004-01-08
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. TREASURER direct 1988-04-01 2005-02-15
IFG RUSSELL ADVISORS INC INVESTMENT ADVISORY ASSOC. direct 2005-02-01 2005-03-22
HOOVER FINANCIAL ADVISORS, P.C. PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2005-01-01 2017-01-26

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