HOEY INVESTMENTS, INC.
CRD #152103 SEC #801-80919 COATESVILLE, PA 610-738-4280
SEC Registered
Total AUM
$635.5M
Discretionary
$635.5M
Employees
6
Clients
11
Accounts
1,322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $635.5M | $635.5M | $0 | 6 | 0 |
| Mar 2025 | $635.5M | $635.5M | $0 | 6 | 0 |
| Mar 2025 | $635.5M | $635.5M | $0 | 6 | 0 |
| Dec 2024 | $427.5M | $427.5M | $0 | 6 | 0 |
| Mar 2024 | $427.5M | $427.5M | $0 | 6 | 0 |
| Mar 2024 | $427.5M | $427.5M | $0 | 6 | 0 |
| Mar 2023 | $288.6M | $288.6M | $0 | 4 | 0 |
| Mar 2023 | $288.6M | $288.6M | $0 | 4 | 0 |
| Nov 2022 | $386M | $386M | $0 | 5 | 0 |
| Mar 2022 | $386M | $386M | $0 | 5 | 0 |
| Mar 2022 | $386M | $386M | $0 | 5 | 0 |
| Dec 2021 | $312.1M | $312.1M | $0 | 5 | 0 |
| Oct 2021 | $312.1M | $312.1M | $0 | 5 | 0 |
| Aug 2021 | $312.1M | $312.1M | $0 | 5 | 0 |
| Mar 2021 | $312.1M | $312.1M | $0 | 5 | 0 |
| Mar 2021 | $312.1M | $312.1M | $0 | 5 | 0 |
| Nov 2020 | $208M | $208M | $0 | 4 | 0 |
| Jun 2020 | $208M | $208M | $0 | 4 | 0 |
| Jan 2020 | $208M | $208M | $0 | 4 | 0 |
| Feb 2019 | $158.7M | $158.7M | $0 | 4 | 0 |
| Feb 2019 | $158.7M | $158.7M | $0 | 4 | 0 |
| Feb 2018 | $154.2M | $154.2M | $0 | 4 | 0 |
| Mar 2017 | $116.2M | $116.2M | $0 | 3 | 300 |
| Feb 2016 | $106M | $106M | $0 | 4 | 300 |
| Sep 2015 | $100.3M | $100.3M | $0 | 4 | 200 |
| Mar 2015 | $100.3M | $100.3M | $0 | 4 | 200 |
| Jan 2015 | $100.3M | $100.3M | $0 | 4 | 200 |
| Jun 2012 | $64M | $64M | $0 | 1 | 200 |
| Jun 2012 | $58M | $58M | $0 | 1 | 200 |
| Feb 2012 | $58M | $58M | $0 | 1 | 200 |
| Feb 2012 | $58M | $58M | $0 | 1 | 200 |
| Mar 2011 | $58M | $58M | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$635.5M
Discretionary$635.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$635.5M
Discretionary$635.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$635.5M
Discretionary$635.5M
Non-Disc.$0
Employees6
Clients0
DateDec 2024
Total AUM$427.5M
Discretionary$427.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$427.5M
Discretionary$427.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$427.5M
Discretionary$427.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$288.6M
Discretionary$288.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$386M
Discretionary$386M
Non-Disc.$0
Employees5
Clients0
DateDec 2021
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees5
Clients0
DateAug 2021
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$208M
Discretionary$208M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$116.2M
Discretionary$116.2M
Non-Disc.$0
Employees3
Clients300
DateFeb 2016
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees4
Clients300
DateSep 2015
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients200
DateMar 2015
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients200
DateJan 2015
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees4
Clients200
DateJun 2012
Total AUM$64M
Discretionary$64M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$58M
Discretionary$58M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--