THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD #106758 SEC #801-33850 RED BANK, NJ 732-842-7400
SEC Registered
Total AUM
$301.3M
Discretionary
$301.3M
Employees
6
Clients
101
Accounts
661
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $301.3M | $301.3M | $0 | 6 | 180 |
| Mar 2024 | $276.7M | $276.7M | $0 | 6 | 182 |
| Mar 2023 | $249.1M | $249.1M | $0 | 6 | 182 |
| Mar 2022 | $304.1M | $304.1M | $0 | 6 | 0 |
| May 2021 | $276.8M | $276.8M | $0 | 6 | 0 |
| Mar 2021 | $276.8M | $276.8M | $0 | 6 | 0 |
| Jun 2020 | $262.5M | $262.5M | $0 | 6 | 0 |
| May 2020 | $262.5M | $262.5M | $0 | 6 | 0 |
| Apr 2019 | $226.9M | $224.3M | $2.6M | 6 | 0 |
| Mar 2018 | $242.2M | $242.2M | $0 | 6 | 0 |
| Mar 2017 | $209.7M | $209.7M | $0 | 6 | 200 |
| Mar 2016 | $198.4M | $198.4M | $0 | 4 | 200 |
| Mar 2015 | $207.4M | $207.4M | $0 | 4 | 200 |
| Apr 2014 | $189.1M | $189.1M | $0 | 4 | 200 |
| Apr 2013 | $155.2M | $155.2M | $0 | 4 | 200 |
| Mar 2012 | $144.1M | $144.1M | $0 | 6 | 135 |
| Mar 2011 | $133.9M | $133.9M | $0 | 10 | -- |
| Mar 2010 | $119.3M | $119.3M | $0 | 5 | -- |
| Mar 2008 | $128.3M | $128.3M | $0 | 5 | -- |
| Mar 2007 | $122.8M | $122.8M | $0 | 5 | -- |
| Mar 2006 | $109.5M | $109.5M | $0 | 5 | -- |
| Apr 2004 | $80.4M | $80.4M | $0 | 5 | -- |
| Apr 2002 | $70.2M | $70.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$301.3M
Discretionary$301.3M
Non-Disc.$0
Employees6
Clients180
DateMar 2024
Total AUM$276.7M
Discretionary$276.7M
Non-Disc.$0
Employees6
Clients182
DateMar 2023
Total AUM$249.1M
Discretionary$249.1M
Non-Disc.$0
Employees6
Clients182
DateMar 2022
Total AUM$304.1M
Discretionary$304.1M
Non-Disc.$0
Employees6
Clients0
DateMay 2021
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$276.8M
Discretionary$276.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$262.5M
Discretionary$262.5M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$226.9M
Discretionary$224.3M
Non-Disc.$2.6M
Employees6
Clients0
DateMar 2018
Total AUM$242.2M
Discretionary$242.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2017
Total AUM$209.7M
Discretionary$209.7M
Non-Disc.$0
Employees6
Clients200
DateMar 2016
Total AUM$198.4M
Discretionary$198.4M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees4
Clients200
DateApr 2014
Total AUM$189.1M
Discretionary$189.1M
Non-Disc.$0
Employees4
Clients200
DateApr 2013
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees6
Clients135
DateMar 2011
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$122.8M
Discretionary$122.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$80.4M
Discretionary$80.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$70.2M
Discretionary$70.2M
Non-Disc.$0
Employees5
Clients--