HOEY INVESTMENTS, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $788.3M |
| Discretionary | $788.3M100% of AUM |
| Client Accounts | 1,554 |
| Avg Account Size | $507K |
| Employees | 5 |
| Peak AUM | $788.3MMar 2026 |
AUM by Client Type
Total AUM
$788M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $788M | +24.0% | +39.8% | +20.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $788.3M |
| Discretionary | $788.3M |
| Employees | 5 |
| Client Accounts | 1554 |
| Client Range | 251-500 |
Contact & Location
Address
1000 BRANDYWINE CREEK RD.
COATESVILLE PA 19320
Phone
610-738-4280
Filing History
39 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$788M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported