HOKANSON ASSOCIATES, INC.
CRD #104617 SEC #801-22755 SOLANA BEACH, CA 858-755-8899
SEC Registered
Total AUM
$568.2M
Discretionary
$568.2M
Employees
11
Clients
101
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2015 | $579.1M | $579.1M | $0 | 12 | 300 |
| Mar 2014 | $568.2M | $568.2M | $0 | 11 | 300 |
| Jun 2013 | $486M | $486M | $0 | 10 | 300 |
| Mar 2013 | $486M | $486M | $0 | 10 | 300 |
| Mar 2012 | $409.1M | $409.1M | $0 | 11 | 300 |
| Aug 2011 | $351M | $351M | $0 | -- | -- |
| Mar 2011 | $351M | $351M | $0 | -- | -- |
| Aug 2010 | $301.1M | $301.1M | $0 | -- | -- |
| Mar 2007 | $302.6M | $302.6M | $0 | 10 | -- |
| Mar 2007 | $302.6M | $302.6M | $0 | 10 | -- |
| Feb 2007 | $302.6M | $302.6M | $0 | 10 | -- |
| Mar 2006 | $247.7M | $247.7M | $0 | 10 | -- |
| Jul 2004 | $175.9M | $175.9M | $0 | 10 | -- |
| Mar 2004 | $175.9M | $175.9M | $0 | 10 | -- |
| Mar 2002 | $127.8M | $127.8M | $0 | 10 | -- |
DateMar 2015
Total AUM$579.1M
Discretionary$579.1M
Non-Disc.$0
Employees12
Clients300
DateMar 2014
Total AUM$568.2M
Discretionary$568.2M
Non-Disc.$0
Employees11
Clients300
DateJun 2013
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees10
Clients300
DateMar 2013
Total AUM$486M
Discretionary$486M
Non-Disc.$0
Employees10
Clients300
DateMar 2012
Total AUM$409.1M
Discretionary$409.1M
Non-Disc.$0
Employees11
Clients300
DateAug 2011
Total AUM$351M
Discretionary$351M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$351M
Discretionary$351M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$301.1M
Discretionary$301.1M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$302.6M
Discretionary$302.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$247.7M
Discretionary$247.7M
Non-Disc.$0
Employees10
Clients--
DateJul 2004
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$175.9M
Discretionary$175.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$127.8M
Discretionary$127.8M
Non-Disc.$0
Employees10
Clients--