H
CRD: 310894
Hozie Consulting
Coppell, TX
8032421221
$17.1M Total AUM
$17.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2021
- Office Locations
- 1
Office Locations
-- Coppell TX
About Hozie Consulting
Hozie Consulting is a Coppell-based RIA. The firm has been operating for 5 years. Managing $17.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$17.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Unlock to see real insight on timber north.
See the complete signal summary connected to prime.
Upgrade to reveal position-level detail across insight timber.
Open the full profile to inspect shifts in peak legacy.
See the complete signal summary connected to momentum.
See the complete signal summary connected to horizon.
Open the full profile to inspect shifts in meridian matrix.
Open the full profile to inspect shifts in fusion summit.
Asset Classes
Harbor Zenith
Client Personas
Zenith Ridge
Investment Themes
Oak insight Matrix unison Fusion
Investment Vehicles
Unison
Services
Delta frontier Catalyst Ridge Eagle Harbor Signal prime Peak matrix Ember quantum
Owner & Executives
Stephen Anthony Hozie
Chief Compliance Officer, President
- CRD
- #6880294
- Ownership
- 75% or more
(267) 487-7613
fusion.prime@beaconcapital.com
in linkedin.com/in/harbor-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,149,532 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,149,532 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $17,149,532
Public Funds:
18.9% Equity - Exchange:
81.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,539,576,087 | 18.9% |
| Equity - Exchange | $6,606,329,137 | 81.1% |
| Total | $8,145,905,224 | 100.0% |