Falists
← Back to search

HOEY INVESTMENTS, INC.

CRD 152103 · SEC 801-80919

Visit website

1000 BRANDYWINE CREEK RD., COATESVILLE, PA, 19320, United States

Phone

610-738-4280

Fax

610-738-4290

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$788.3M

Discretionary AUM

$788.3M

Team

5 total employees; 1 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals404$131.7M
High net worth individuals185$656.6M

States served

AZ, CA, DE, GA, MD, MA, NJ, NY, PA, SC, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD