Ismar
Zildzic
Hoylecohen, LLC
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About this Advisor
Ismar Zildzic is a financial advisor operating in San Diego, California, with 6 years of relevant experience. Zildzic is an advisor for Hoylecohen, LLC. Throughout their career, Zildzic has worked at Hoylecohen LLC, City Of Sacramento and Uc Davis Medical Center. Zildzic holds a Series 65 license, which qualifies them as an investment advisor representative, and can serve investors in California. Hoylecohen, LLC is an advisory company operating out of San Diego, CA. The investment advisory business has offices in six locations and a total of 62 employees. It administers $3 billion in total assets among its 5,169 customer accounts, placing it among the largest firms in the country by assets under management. The firm advises three charities and foundations. Of its 5,169 accounts, 43% belong to high-net-worth individuals who have at least $1 million in investable assets. Hoylecohen, LLC offers a number of services, including 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. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fees charged by Hoylecohen, LLC most likely are comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hoylecohen, LLC Brokerage Details
$3,085,852,836
62
5,169
$596,992
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
Ismar has been registered as a financial advisor for 6 years.*
Hoylecohen LLC
City Of Sacramento
Uc Davis Medical Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Hoylecohen, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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