Falists
← Back to search

HOKIN INVESTMENT ADVISORS INC.

CRD 141069

Visit website

707 SKOKIE BOULEVARD, SUITE 520, NORTHBROOK, IL, 60062, United States

Phone

224-269-0009

Fax

Registration

— (—)

Source

State registered

Total AUM

$82.8M

Discretionary AUM

$53.3M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals55$7.2M
High net worth individuals26$46.1M
Pension/profit sharing plans7$29.6M

All web addresses on file

Official SEC filing: View on IAPD