Wealth Management Firms

Hokanson Associates

Company Website

201 Lomas Santa Fe Dr. Ste., 360
Solana Beach, CA 92075

Company Est.:

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Hokanson Associates

Assets managed in 2012 (figures in millions)

$486

Number of local portfolio managers or investment advisers

2

Services offered

Comprehensive family wealth management advice and services such as financial planning, investment management, estate planning

Executives

Neil Hokanson

  • Co-Founder

Linda Kitchens

  • Co-Founder

Neil Hokanson

  • President

Linda Kitchens

  • Principal