Huber Hogan Consulting Inc (Red Bank)

Huber Hogan Consulting Inc is a large advisory firm based in Red Bank. It manages $70.21 million of regulatory assets for 109 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New Jersey.

Huber Hogan Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Huber Hogan Consulting: assets under management

The assets under management (AUM) of Huber Hogan Consulting Inc is $70.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $644.11 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Huber Hogan Consulting Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Huber Hogan Consulting Inc

Robert Edward Hogan has been acting as President since 1 Apr 1988. Timothy Andrew Knotts joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Edward Hogan	President	1 Apr 1988	75% - 100%	1574852
Timothy Andrew Knotts	Vice president	1 Jan 1994	Other	1507316

Based in Red Bank

The principal office where Huber Hogan Consulting Inc performs its advisory services is located at 298 Broad St, Red Bank, NJ 07701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.