Wealth Management Firms

HoyleCohen LLC

Company Website

9350 Waxie Way Ste., 500
San Diego, CA 92123

Company Est.:

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HoyleCohen LLC

Assets managed in 2012 (figures in millions)

$550

Number of local portfolio managers or investment advisers

9

Services offered

Financial, retirement, estate, education, and legacy planning; investment, wealth and risk management; administrative wealth services and special projects

Executives

Kevin Hoyle

  • Managing Director

Joseph Cohen

  • Founding Principal

Kevin Hoyle

  • Founding Principal