HOGAN FINANCIAL MANAGEMENT, LLC
Legal name: HOGAN FINANCIAL
CRD #111600 SEC #801-60612 MILWAUKEE, WI 414-352-9111
SEC Registered
Total AUM
$297.3M
Discretionary
$275M
Employees
1
Clients
101
Accounts
550
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2020 | $297.3M | $275M | $22.2M | 1 | 6 |
| Mar 2019 | $242M | $219.5M | $22.5M | 7 | 5 |
| Mar 2018 | $254.9M | $225.4M | $29.6M | 7 | 7 |
| Apr 2017 | $230M | $202.6M | $27.4M | 7 | 26 |
| Mar 2017 | $230M | $202.6M | $27.4M | 7 | 26 |
| Mar 2016 | $220.3M | $184.9M | $35.5M | 7 | 26 |
| Oct 2015 | $230.7M | $0 | $230.7M | 7 | 26 |
| Apr 2015 | $230.7M | $0 | $230.7M | 7 | 26 |
| Mar 2015 | $219.5M | $0 | $219.5M | 7 | 26 |
| Mar 2014 | $215M | $0 | $215M | 8 | 26 |
| Mar 2013 | $199.9M | $0 | $199.9M | 7 | 26 |
| Apr 2012 | $178M | $0 | $178M | 6 | 26 |
| Apr 2012 | $178M | $0 | $178M | 6 | 26 |
| Mar 2011 | $169.5M | $169.5M | $0 | 10 | -- |
| Mar 2011 | $169.5M | $169.5M | $0 | 10 | -- |
| Feb 2009 | $109.1M | $0 | $109.1M | 10 | -- |
| Mar 2008 | $104.6M | $0 | $104.6M | 10 | -- |
| Feb 2007 | $101.9M | $0 | $101.9M | 5 | -- |
| Mar 2006 | $96.3M | $0 | $96.3M | 5 | -- |
| Jan 2005 | $46.7M | $0 | $46.7M | 5 | -- |
| Jan 2005 | $46.7M | $0 | $46.7M | 5 | -- |
| Oct 2001 | $28.1M | $0 | $28.1M | 5 | -- |
| Sep 2001 | $28.1M | $0 | $28.1M | 5 | -- |
DateApr 2020
Total AUM$297.3M
Discretionary$275M
Non-Disc.$22.2M
Employees1
Clients6
DateMar 2019
Total AUM$242M
Discretionary$219.5M
Non-Disc.$22.5M
Employees7
Clients5
DateMar 2018
Total AUM$254.9M
Discretionary$225.4M
Non-Disc.$29.6M
Employees7
Clients7
DateApr 2017
Total AUM$230M
Discretionary$202.6M
Non-Disc.$27.4M
Employees7
Clients26
DateMar 2017
Total AUM$230M
Discretionary$202.6M
Non-Disc.$27.4M
Employees7
Clients26
DateMar 2016
Total AUM$220.3M
Discretionary$184.9M
Non-Disc.$35.5M
Employees7
Clients26
DateOct 2015
Total AUM$230.7M
Discretionary$0
Non-Disc.$230.7M
Employees7
Clients26
DateApr 2015
Total AUM$230.7M
Discretionary$0
Non-Disc.$230.7M
Employees7
Clients26
DateMar 2015
Total AUM$219.5M
Discretionary$0
Non-Disc.$219.5M
Employees7
Clients26
DateMar 2014
Total AUM$215M
Discretionary$0
Non-Disc.$215M
Employees8
Clients26
DateMar 2013
Total AUM$199.9M
Discretionary$0
Non-Disc.$199.9M
Employees7
Clients26
DateApr 2012
Total AUM$178M
Discretionary$0
Non-Disc.$178M
Employees6
Clients26
DateApr 2012
Total AUM$178M
Discretionary$0
Non-Disc.$178M
Employees6
Clients26
DateMar 2011
Total AUM$169.5M
Discretionary$169.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$169.5M
Discretionary$169.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$109.1M
Discretionary$0
Non-Disc.$109.1M
Employees10
Clients--
DateMar 2008
Total AUM$104.6M
Discretionary$0
Non-Disc.$104.6M
Employees10
Clients--
DateFeb 2007
Total AUM$101.9M
Discretionary$0
Non-Disc.$101.9M
Employees5
Clients--
DateMar 2006
Total AUM$96.3M
Discretionary$0
Non-Disc.$96.3M
Employees5
Clients--
DateJan 2005
Total AUM$46.7M
Discretionary$0
Non-Disc.$46.7M
Employees5
Clients--
DateJan 2005
Total AUM$46.7M
Discretionary$0
Non-Disc.$46.7M
Employees5
Clients--
DateOct 2001
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees5
Clients--
DateSep 2001
Total AUM$28.1M
Discretionary$0
Non-Disc.$28.1M
Employees5
Clients--