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Hoge Financial Services, LLC

● SEC registered since 2009CRD 148209SEC# 801-69665Canonsburg, PA
Export (members)
Reg. AUM
$533.8M
Employees
6
Accounts
1,589
Location
Canonsburg, PA

Hoge Financial Services, LLC assets under management

Hoge Financial Services, LLC is an investment advisory firm registered with the SEC based in Canonsburg, PA. The firm has been registered since 2009. It reports $533.8 million in regulatory assets under management and employs 6 people.

Hoge Financial Services, LLC owners & executives

10 reported
NameTitleOwnershipSince
Garrett Stewart Hoge ControlMemberUnder 5%2021
Hoge Financial Holdings, LLC ControlMemberOver 75%2021
Kent David AloiaChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Hoge Financial Services, LLC manage?

Hoge Financial Services, LLC reports $533.8 million in regulatory assets under management on its Form ADV.

How many employees does Hoge Financial Services, LLC have?

Hoge Financial Services, LLC reports 6 employees.

Where is Hoge Financial Services, LLC located?

Hoge Financial Services, LLC is based in Canonsburg, PA and has been SEC-registered since 2009.

Does Hoge Financial Services, LLC disclose fund performance?

Hoge Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317
Phone724-745-9406
Fax724-745-9408
Office hours9:00 a.m. To 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$488.1M
Non-discretionary$45.7M
Total (RAUM)$533.8M