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H FINANCIAL MANAGEMENT
HOGE FINANCIAL SERVICES, LLC
CRD 148209 · SEC 801-69665
400 SOUTHPOINTE BLVD., PLAZA ONE, SUITE 420, CANONSBURG, PA, 15317, United States
Phone
724-745-9406
Fax
724-745-9408
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$621.9M
Discretionary AUM
$569.6M
Team
6 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 378 | $121.9M |
| High net worth individuals | 166 | $434.2M |
| Pension/profit sharing plans | 11 | $62.7M |
| Charitable organizations | 2 | $3.1M |
States served
CA, CO, MD, NY, NC, OH, PA, SC, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD