HOOVER FINANCIAL ADVISORS, INC.
CRD #133979 SEC #801-63867 MALVERN, PA 610-651-2777
SEC Registered
Total AUM
$1.2B
Discretionary
$986.8M
Employees
20
Clients
51
Accounts
2,706
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $1.4B | $1.1B | $287.8M | 21 | 10 |
| Dec 2020 | $1.2B | $986.8M | $168.5M | 20 | 10 |
| Oct 2020 | $1.2B | $986.8M | $168.5M | 20 | 10 |
| Jul 2020 | $1.2B | $986.8M | $168.5M | 20 | 10 |
| Jun 2020 | $1.2B | $986.8M | $168.5M | 20 | 10 |
| Feb 2020 | $1.2B | $986.8M | $168.5M | 20 | 10 |
| Sep 2019 | $827M | $740.6M | $86.4M | 23 | 5 |
| Apr 2019 | $827M | $740.6M | $86.4M | 23 | 5 |
| Feb 2019 | $827M | $740.6M | $86.4M | 23 | 5 |
| Nov 2018 | $817.2M | $748.5M | $68.8M | 23 | 45 |
| Feb 2018 | $817.2M | $748.5M | $68.8M | 23 | 45 |
| Sep 2017 | $565.4M | $544.8M | $20.6M | 21 | 400 |
| Jan 2017 | $565.4M | $544.8M | $20.6M | 17 | 400 |
| Sep 2016 | $500.6M | $472.2M | $28.4M | 16 | 400 |
| Feb 2016 | $500.6M | $472.2M | $28.4M | 16 | 400 |
| Nov 2015 | $448.1M | $0 | $448.1M | 13 | 400 |
| Jan 2015 | $448.1M | $0 | $448.1M | 13 | 400 |
| Oct 2014 | $392.2M | $0 | $392.2M | 12 | 300 |
| Apr 2014 | $392.2M | $0 | $392.2M | 12 | 300 |
| Mar 2014 | $392.2M | $0 | $392.2M | 12 | 300 |
| Jun 2013 | $315.3M | $0 | $315.3M | 5 | 250 |
| Mar 2013 | $315.3M | $0 | $315.3M | 8 | 250 |
| Mar 2012 | $270M | $0 | $270M | 6 | 250 |
| Mar 2011 | $195.9M | $0 | $195.9M | 10 | -- |
| Mar 2011 | $195.9M | $0 | $195.9M | 10 | -- |
| Aug 2010 | $195.9M | $0 | $195.9M | 10 | -- |
| Jan 2008 | $124.8M | $0 | $124.8M | 10 | -- |
| Jan 2007 | $124.8M | $0 | $124.8M | 10 | -- |
| Jan 2006 | $104.9M | $0 | $104.9M | 10 | -- |
| Dec 2005 | $88.9M | $0 | $88.9M | 5 | -- |
| Jun 2005 | $88.9M | $0 | $88.9M | 5 | -- |
| Jan 2005 | $88.9M | $0 | $88.9M | 5 | -- |
DateFeb 2021
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$287.8M
Employees21
Clients10
DateDec 2020
Total AUM$1.2B
Discretionary$986.8M
Non-Disc.$168.5M
Employees20
Clients10
DateOct 2020
Total AUM$1.2B
Discretionary$986.8M
Non-Disc.$168.5M
Employees20
Clients10
DateJul 2020
Total AUM$1.2B
Discretionary$986.8M
Non-Disc.$168.5M
Employees20
Clients10
DateJun 2020
Total AUM$1.2B
Discretionary$986.8M
Non-Disc.$168.5M
Employees20
Clients10
DateFeb 2020
Total AUM$1.2B
Discretionary$986.8M
Non-Disc.$168.5M
Employees20
Clients10
DateSep 2019
Total AUM$827M
Discretionary$740.6M
Non-Disc.$86.4M
Employees23
Clients5
DateApr 2019
Total AUM$827M
Discretionary$740.6M
Non-Disc.$86.4M
Employees23
Clients5
DateFeb 2019
Total AUM$827M
Discretionary$740.6M
Non-Disc.$86.4M
Employees23
Clients5
DateNov 2018
Total AUM$817.2M
Discretionary$748.5M
Non-Disc.$68.8M
Employees23
Clients45
DateFeb 2018
Total AUM$817.2M
Discretionary$748.5M
Non-Disc.$68.8M
Employees23
Clients45
DateSep 2017
Total AUM$565.4M
Discretionary$544.8M
Non-Disc.$20.6M
Employees21
Clients400
DateJan 2017
Total AUM$565.4M
Discretionary$544.8M
Non-Disc.$20.6M
Employees17
Clients400
DateSep 2016
Total AUM$500.6M
Discretionary$472.2M
Non-Disc.$28.4M
Employees16
Clients400
DateFeb 2016
Total AUM$500.6M
Discretionary$472.2M
Non-Disc.$28.4M
Employees16
Clients400
DateNov 2015
Total AUM$448.1M
Discretionary$0
Non-Disc.$448.1M
Employees13
Clients400
DateJan 2015
Total AUM$448.1M
Discretionary$0
Non-Disc.$448.1M
Employees13
Clients400
DateOct 2014
Total AUM$392.2M
Discretionary$0
Non-Disc.$392.2M
Employees12
Clients300
DateApr 2014
Total AUM$392.2M
Discretionary$0
Non-Disc.$392.2M
Employees12
Clients300
DateMar 2014
Total AUM$392.2M
Discretionary$0
Non-Disc.$392.2M
Employees12
Clients300
DateJun 2013
Total AUM$315.3M
Discretionary$0
Non-Disc.$315.3M
Employees5
Clients250
DateMar 2013
Total AUM$315.3M
Discretionary$0
Non-Disc.$315.3M
Employees8
Clients250
DateMar 2012
Total AUM$270M
Discretionary$0
Non-Disc.$270M
Employees6
Clients250
DateMar 2011
Total AUM$195.9M
Discretionary$0
Non-Disc.$195.9M
Employees10
Clients--
DateMar 2011
Total AUM$195.9M
Discretionary$0
Non-Disc.$195.9M
Employees10
Clients--
DateAug 2010
Total AUM$195.9M
Discretionary$0
Non-Disc.$195.9M
Employees10
Clients--
DateJan 2008
Total AUM$124.8M
Discretionary$0
Non-Disc.$124.8M
Employees10
Clients--
DateJan 2007
Total AUM$124.8M
Discretionary$0
Non-Disc.$124.8M
Employees10
Clients--
DateJan 2006
Total AUM$104.9M
Discretionary$0
Non-Disc.$104.9M
Employees10
Clients--
DateDec 2005
Total AUM$88.9M
Discretionary$0
Non-Disc.$88.9M
Employees5
Clients--
DateJun 2005
Total AUM$88.9M
Discretionary$0
Non-Disc.$88.9M
Employees5
Clients--
DateJan 2005
Total AUM$88.9M
Discretionary$0
Non-Disc.$88.9M
Employees5
Clients--