Hogan Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(858) 451-7722

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Hogan Wealth Management

Hogan Wealth Management is a full-service financial consulting firm that offers a variety of non-proprietary investment options tailored to meet the unique needs of its clients. The firm specializes in tax-advantaged investing, retirement planning, annual portfolio reviews, and estate planning to help clients preserve and grow their wealth. With a commitment to client service, Hogan Wealth Management maintains ongoing communication and adjusts investment strategies based on market conditions and individual circumstances. The intended clients include individuals seeking personalized financial advice and investment management in a complex economic landscape.Explore more
Popular SearchesHogan Wealth ManagementHogan Wealth Management IncHogan Wealth Management Sitehoganwealthmanagement.comSIC Code 62,628NAICS Code 52,523Show more

Hogan Wealth Management Org Chart

PhoneEmail
EH

Lpl Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Hogan Wealth Management

<$5M
1-10
Private
-
2012
EH
Edward HoganLpl Financial Advisor
$6.7M
1-10
Private
-
2010
$6.3M
11-50
Private
-
-
PO
Peter OstapowCertified Financial Planner
<$5M
1-10
Private
-
-
LW
Lori WestmorelandOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
AL
Anthony LaMacchiaInvestment Advisor & Representative
<$5M
1-10
Private
-
2001
RB
Rhonda BarclayFinancial Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Hogan Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Hogan Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Hogan Wealth Management.

Hogan Wealth Management Tech Stack

A closer look at the technologies used by Hogan Wealth Management

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Frequently Asked Questions Regarding Hogan Wealth Management

What is Hogan Wealth Management's official website?
Hogan Wealth Management's official website is www.hoganwealthmanagement.com
What is Hogan Wealth Management's Revenue?
Hogan Wealth Management's revenue is <$5 Million
What is Hogan Wealth Management's SIC code?
Hogan Wealth Management's SIC: 62,628
What is Hogan Wealth Management's NAICS code?
Hogan Wealth Management's NAICS: 52,523
How many employees does Hogan Wealth Management have?
Hogan Wealth Management has 1-10 employees
What industry does Hogan Wealth Management belong to?
Hogan Wealth Management is in the industry of: Finance, Securities Trading
What is Hogan Wealth Management competition?
Hogan Wealth Management top competitors include: Barclay Financial Services, Worthington Wealth Management, Rockhopper Financial, Blackstone Street Wealth
What technology does Hogan Wealth Management use?
Some of the popular technologies that Hogan Wealth Management uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Font Awesome
How do I contact Hogan Wealth Management?
Hogan Wealth Management contact info: Phone number: (858) 451-7722 Website: www.hoganwealthmanagement.com
What does Hogan Wealth Management do?

Hogan Wealth Management is a full-service financial consulting firm that offers a variety of non-proprietary investment options tailored to meet the unique needs of its clients. The firm specializes in tax-advantaged investing, retirement planning, annual portfolio reviews, and estate planning to help clients preserve and grow their wealth. With a... commitment to client service, Hogan Wealth Management maintains ongoing communication and adjusts investment strategies based on market conditions and individual circumstances. The intended clients include individuals seeking personalized financial advice and investment management in a complex economic landscape.Read More

Is Hogan Wealth Management a public company?
Hogan Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Hogan Wealth Management

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