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HOOPOE ADVISORS
STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD 282573 · SEC 801-117778
603 MASSACHUSETTS AVENUE, SUITE 200, BOSTON, MA, 02118, United States
Phone
617-708-0639
Fax
617-275-0524
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$610.0M
Discretionary AUM
$593.7M
Team
11 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 349 | $47.2M |
| High net worth individuals | 236 | $531.1M |
| Pension/profit sharing plans | 15 | $7.6M |
| Charitable organizations | 26 | $24.1M |
States served
CA, MA, MN, NJ, NY, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD