HoyleCohen
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
9350 Waxie Way Ste 500, San Diego, Calif...Phone Number
(858) 576-7300Website
www.hoylecohen.comRevenue
$21.1 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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1
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2
About HoyleCohen
HoyleCohen is a San Diego-based RIA - wealth management firm that offers full financial planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen develops lifelong relationships while helping its clients make the decisions that will guide them toward achieving their life goals, while sustaining their wealth across generations. HoyleCohen helps its clients by building trusted longterm relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
HoyleCohen
$21.1M
51-200
Private
-
2001
CW
Colleen WestonSenior Financial Advisor & Director, Prtflio Management
Company Profile Activity
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HoyleCohen is experiencing very low activity levels compared to other companies in the Finance sector.
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HoyleCohen is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HoyleCohen.
HoyleCohen Tech Stack
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HoyleCohen News & Media
Davis & Seiley Wealth Management to Join Focus Partner Firm HoyleCohen, Further Expanding HoyleCohen’s Presence in the San Diego Wealth Management Market
Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which Davis & Seiley Wealth Management, Inc. ("Davis & Seiley"), a registered investment adviser ("RIA") located in La Mesa, California, will join Focus partner firm HoyleCohen, LLC ("HoyleCohen"), headquartered in San Diego, California.
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HoyleCohen is a San Diego-based RIA - wealth management firm that offers full financial planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen develops lifelong relationships while helping its clients make the decisions that will guide them toward achieving their life goals, while sustaining their wealth acr... Read More
