Joseph
Seiley
Hoylecohen, LLC
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About this Advisor
Joseph Seiley is a financial advisor based in San Diego, California. Seiley is an employee of Hoylecohen, LLC. The advisor has gained experience at Davis & Seiley Wealth Management, Inc, Purshe Kaplan Sterling Investments and Hoylecohen, LLC. Seiley maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Hoylecohen, LLC is a financial advisory company based in San Diego, CA. The investment advisory business has offices in six locations and a total of 62 employees. It has $3 billion in total assets between its 5,169 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to three charitable organizations. Of its 5,169 customer accounts, 43% are associated with high-net-worth investors who have at least $1 million in assets. The advisory firm provides a diverse assortment 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. Fees for financial management largely depend on which services the firm provides the client. However, fees charged by Hoylecohen, LLC can be comprised of any blend 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
Joseph Seiley Work History
Joseph has been registered as a financial advisor for 0 years.*
Hoylecohen, LLC
Purshe Kaplan Sterling Investments
Davis & Seiley Wealth Management, Inc
*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 Joseph Seiley 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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