Hoey Investments, Inc.
● SEC registered since 2015CRD 152103SEC# 801-80919Coatesville, PA
Reg. AUM
$788.3M
Employees
5
Accounts
1,554
Location
Coatesville, PA
Hoey Investments, Inc. assets under management
Hoey Investments, Inc. is a registered investment adviser overseen by the SEC based in Coatesville, PA. The firm has been registered since 2015. It reports $788.3 million in regulatory assets under management and employs 5 people.
Hoey Investments, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Francis James Hoey Control | Principal And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does Hoey Investments, Inc. manage?
Hoey Investments, Inc. reports $788.3 million in regulatory assets under management on its Form ADV.
How many employees does Hoey Investments, Inc. have?
Hoey Investments, Inc. reports 5 employees.
Where is Hoey Investments, Inc. located?
Hoey Investments, Inc. is based in Coatesville, PA and has been SEC-registered since 2015.
Does Hoey Investments, Inc. disclose fund performance?
Hoey Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1000 Brandywine Creek Rd., Coatesville, PA 19320 |
| Phone | 610-738-4280 |
| Fax | 610-738-4290 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1799544 |
| Discloses disciplinary history | No |
Regulatory AUM
$788.3M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$788.3Mregulatory AUM
Discretionary $788.3M