HOGAN FINANCIAL MANAGEMENT, LLC
HOGAN FINANCIAL MANAGEMENT, LLC of MILWAUKEE, WI is an SEC-registered investment adviser (CRD 111600). Regulatory assets under management: $297.3M.
Registration
- CRD: 111600
- SEC file number: 801-60612
- Type: Registered investment adviser
- Location: 250 W. COVENTRY CT. SUITE 202, MILWAUKEE, WI, 53217
- Phone: 414-352-9111
- Latest filing: 2020-04-06
- Regulatory AUM: $297.3M
- Discretionary AUM: $275.0M
- Non-discretionary AUM: $22.2M
- Clients: 1
- Accounts: 550
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| HOGAN PAULA HENDERSON | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WONDRA CLINT ROBERT | CHIEF OPERATIONS OFFICER / MEMBER | — |
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