Ismar
Zildzic
Hoylecohen, LLC
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About this Advisor
Ismar Zildzic is a financial advisor based in San Diego, California, working with Hoylecohen, LLC. Ismar has previously held positions at Hoylecohen LLC, City Of Sacramento, and Uc Davis Medical Center. Ismar has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Ismar is part of Hoylecohen, LLC, which operates out of San Diego, California. The firm has 6 offices and 64 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Hoylecohen, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hoylecohen, LLC Brokerage Details
$3,430,171,657
64
5,427
$632,057
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Ismar Zildzic Work History
Hoylecohen LLC
City Of Sacramento
Uc Davis Medical Center
Disclosures
Please visit the SEC profile of Ismar Zildzic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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San Diego, CA
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