HOEY INVESTMENTS, INC.
SEC RegisteredInvest for the Long RuN
About the firm
Founded in 2008, Hoey Investments, Inc is an Independent Registered Investment Advisor. Their independent status enables them to propose and implement investment recommendations and extend more flexible services without the influences of a big corporation. As a registered investment advisor, they have a fiduciary responsibility to act in clients' best interest and in accordance with their written Code of Ethics.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Retirement Planning, Financial Planning, and Insurance Analysis, with continuous portfolio rebalancing, macroeconomic monitoring, and risk aversion tactics during periods of volatility.
Who they serve
Clients seeking customized financial planning and specialized service specific to their financial needs and goals, including building financial wealth and creating the life they envision for themselves.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 404 | $132M |
| High Net Worth Individuals | 185 | $657M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of March 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HOEY INVESTMENTS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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