Investment adviser · CRD 104617

HOKANSON ASSOCIATES, INC.

Investment adviser filing (IA)

SOLANA BEACH, CA, United States · Form ADV filed Mar 20, 2015

Regulatory AUM
$579M
Form ADV · Item 5.F
Client accounts
694
Accounts, not individual clients
Employees
12
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

201 LOMAS SANTA FE DR, STE 360
SOLANA BEACH, CA, 92075, United States

CRD 104617

Filing source

Form ADV 878423 · Mar 20, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.