Overview
How can you make your money grow? Hokanson Associates hopes to provide you with the answer to that question. The company provides financial planning services and manages diversified stock and bond investment portfolios. It primarily serves a clientele of wealthy individuals in the San Diego area; it also serves institutional investors including pension plans, corporations, and not-for-profit organizations. Founded in 1987, Hokanson Associates
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Read More has approximately $570 million in client assets under management. California-based wealth management firm Aspiriant agreed to buy the firm in late 2015 to expand its reach into the San Diego market.
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Read More has approximately $570 million in client assets under management. California-based wealth management firm Aspiriant agreed to buy the firm in late 2015 to expand its reach into the San Diego market.
Read Less
Other Financial Investment Activities
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Securities, Commodity Contracts, and Other Financial Investments and Related Activities
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Finance and Insurance
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Investment advisory service
Activities Related to Credit Intermediation
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Agencies, Brokerages, and Other Insurance Related Activities
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Depository Credit Intermediation
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Insurance Carriers
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Insurance and Employee Benefit Funds
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Monetary Authorities-Central Bank
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Nondepository Credit Intermediation
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Other Investment Pools and Funds
View more , Securities and Commodity Contracts Intermediation and Brokerage Securities and Commodity Exchanges
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View more , Securities and Commodity Contracts Intermediation and Brokerage Securities and Commodity Exchanges
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Contacts
Get in Touch with 3 Principals*
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Neil HokansonPresident
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Contact 2?
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Contact 3?
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