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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-14-2017
- Office Locations
- 1
Office Locations
About Hochstrat Investments LLC
Hochstrat Investments LLC is an Idaho-based, owner-led RIA serving retail and institutional clients with financial planning and portfolio management, including retirement, tax and estate planning and insurance coordination. The practice emphasizes asset allocation and risk management, using a mix of ETFs, mutual funds and fixed income, with experience in tax-advantaged real estate strategies such as 1031 exchanges. Custody includes Schwab and TD Ameritrade.
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Investment Themes
Investment Vehicles
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Owner & Executives
Kalyn Dawn Hochstrat
Advisor, Chief Compliance Officer, Owner
- CRD
- #6582769
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,540,789 | -- |
| Total | $3,540,789 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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