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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALBON, RICHARD, CHRISTOPHER | I | DIRECTOR, BUSINESS DEVELOPMENT | NA | Control |
| CHENOWETH, WILLIAM, HARWICK | I | PORTFOLIO MANAGER | NA | |
| CHENOWETH, WILLIAM, HARWICK | I | PORTFOLIO MANAGER | NA | |
| CHENOWETH, WILLIAM, HARWICK | I | PORTFOLIO MANAGER | NA | |
| CHENOWETH, WILLIAM, HARWICK | I | PORTFOLIO MANAGER | NA | |
| DAVIS, HEATHER, M. | I | VICE PRESIDENT OPERATIONS | NA | Control |
| DAVIS, HEATHER, M. | I | VICE PRESIDENT OPERATIONS | NA | Control |
| DAVIS, HEATHER, M. | I | VICE PRESIDENT OPERATIONS | NA | Control |
| GAARE, MAUREEN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAARE, MAUREEN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAARE, MAUREEN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAARE, MAUREEN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAARE, MAUREEN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAARE, MAUREEN, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KITCHENS, LINDA, KAYE | I | CLIENT RELATIONSHIP MANAGER | NA | Control |
| KITCHENS, LINDA, KAYE | I | FINANCIAL PLANNER | NA | Control |
| KITCHENS, LINDA, KAYE | I | FINANCIAL PLANNER | NA | Control |
| KITCHENS, LINDA, KAYE | I | FINANCIAL PLANNER | NA | Control |
| KITCHENS, LINDA, KAYE | I | V.P. CLIENT SERVICES/PORTFOLIO MANAGER | NA | Control |
| KITCHENS, LINDA, KAYE | I | V.P. CLIENT SERVICES/PORTFOLIO MANAGER | NA | Control |
| KITCHENS, LINDA, KAYE | I | V.P. CLIENT SERVICES/PORTFOLIO MANAGER | NA | Control |
| PETRIE, MARK | I | VICE PRESIDENT, RESEARCH | NA | Control |
| PETRIE, MARK | I | VICE PRESIDENT, RESEARCH | NA | Control |
| PETRIE, MARK | I | VICE PRESIDENT, RESEARCH | NA | Control |
| ROLAND, MARC, ROBERT | I | DIRECTOR CLIENT SERVICE | NA | Control |
| ROLAND, MARC, ROBERT | I | DIRECTOR CLIENT SERVICE | NA | Control |
| ROLAND, MARC, ROBERT | I | DIRECTOR CLIENT SERVICE | NA | Control |
| ROLAND, MARC, ROBERT | I | DIRECTOR FINANCIAL PLANNING; CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, MARC, ROBERT | I | DIRECTOR FINANCIAL PLANNING; CHIEF COMPLIANCE OFFICER | NA | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | E | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | D | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | D | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | D | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | D | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | D | Control |
| HOKANSON, NEIL, CHARLES | I | PRESIDENT | D | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | B | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | B | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | B | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | B | Control |
| DAVIS, HEATHER, M. | I | VICE PRESIDENT OPERATIONS/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, HEATHER, M. | I | VICE PRESIDENT OPERATIONS/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, HEATHER, M. | I | VICE PRESIDENT OPERATIONS/CHIEF COMPLIANCE OFFICER | A | Control |
| DAVIS, HEATHER, M. | I | VICE PRESIDENT OPERATIONS/CHIEF COMPLIANCE OFFICER | A | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | A | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | A | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | A | Control |
| KITCHENS, LINDA, KAYE | I | DIRECTOR OF CLIENT SERVICES | A | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | A | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | A | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | A | Control |
| PETRIE, MARK | I | VICE PRESIDENT, PORTFOLIO MANAGER | A | Control |
Registrations
Federal
IA
Mar 17, 2014 REGISTERED
Notice Filings (5)
AZ CA NH NM TX
Address
201 LOMAS SANTA FE DR, STE 360SOLANA BEACH, CA 92075
United States
Phone: 858-755-8899