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HoyleCohen

EST. AUM
$3,430,171,657

CONTACTS
2

CLIENT ACCOUNTS
5,427

Firm Details

Metro area San Diego
CRD Number 141125
Website hoylecohen.com
Client types

Overview

Founded in 2001, following two decades of prior experience, HoyleCohen is dedicated to guiding clients in making informed financial decisions that support long-term goal achievement and multi-generational wealth preservation. The firm emphasizes building trusted, enduring relationships, crafting tailored wealth solutions, and delivering objective, conflict-free advice. In February 2023, HoyleCohen expanded its footprint by acquiring Davis & Seiley Management, a San Diego–based registered investment advisor with $189 million in assets under management.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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