$331.6M Total AUM
$331.6M Disc. AUM
10.0% 3Y CAGR
4 Employees
360 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-10-1989
- Office Locations
- 1
Office Locations
298 Broad ST RED Bank NJ
About THE Hogan-Knotts Financial Group, Inc.
THE Hogan-Knotts Financial Group, Inc. is a RED Bank-based RIA. The firm has been operating for 37 years. Managing $331.6M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
61 AVG AGE
$82.9M AVG AUM / ADVISOR
$921.0K AVG AUM / CLIENT
13.7 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
R
ROBERT EDWARD HOGAN
Certified Financial Planner, President
- CRD
- #1574852
- Ownership
- 50% but less than 75%
Available
Available
Available
TIMOTHY ANDREW KNOTTS
Wealth Advisor
- CRD
- #1507316
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $331,564,805 | $501,611 |
| Non-Discretionary | $0 | -- |
| Total | $331,564,805 | $501,611 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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