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Hco Private Wealth Share
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Overview Share
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Roanoke, Virginia
$121.0 million AUM
1 office

Hco Private Wealth is based in Roanoke, Virginia and has $121.0 million in assets under management.

Location
2008 Stephenson Avenue
Roanoke, VA 24014
$121.0 million
AUM
4
Employees
AUM Share
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$121,027,983
Assets under management
583 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 46 $16,060,453 13% $349,140
High net worth individuals 46 $90,016,001 74% $1,956,870
Pension and profit sharing plans 23 $14,951,529 12% $650,066
Employees Share
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4
Employees
2
Investment analysts
50% of total employees
AUM per employee Share
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$121,027,983
Assets under management
$30,256,996
AUM per employee
$60,513,992
AUM per investment analyst
About Share
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Compensation

Hco Private Wealth makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Hco Private Wealth provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 150,248
SEC number 801-113914
Legal structure Limited Liability Company
Legal governance Virginia, United States
Latest ADV filing date March 11, 2020

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