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Hochman Cole Investment Advisors

Hochman Cole Investment Advisors is an investment advisor in Deerfield with $442.54M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
205009208
SEC advisor number
801-67213
FINRA CRD number
141396
AUM ?
$442.54M (as of 17 Feb 21)
Accounts
582 (as of 17 Feb 21)
Employees
5 (3 investment advisory or research)
Address
Hochman Cole Investment Advisors
770 LAKE COOK ROAD, SUITE 100
DEERFIELD
IL 60015
Phone
847-559-0180

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 127 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$18.49M 123.83K 124.32K -0.4
$15.71M 127.83K 133.54K -4.3
$15.63M 43.67K 42.44K +2.9
$15.17M 119.18K 119.52K -0.3
$14.26M 553.36K 539.86K +2.5
$9.89M 143.69K 138.01K +4.1
$9.38M 185.8K 196.88K -5.6
$8.68M 20.22K 20.19K +0.2
$8.42M 105.09K 104.72K +0.4
$5.96M 93.36K 78.85K +18.4
$5.52M 38.99K 36.9K +5.7
$5.22M 23.88K 25.99K -8.1
$4.94M 30.54K 28.29K +8.0
$4.47M 16.3K 17.27K -5.6
$4.41M 29.42K 30.53K -3.6
$4.38M 37.23K 37.62K -1.0
$4.12M 56.29K NEW
$3.99M 16.5K 16.76K -1.6
$3.93M 36.42K 33.74K +7.9
$3.86M 19.19K 19.44K -1.3
$3.79M 13.07K 13.52K -3.3
$3.6M 123.64K NEW
$2.92M 48.74K 59.69K -18.3
$2.5M 52.63K 54.34K -3.1
$2.44M 48.19K 25.8K +86.7
$2.38M 10.86K 12.06K -9.9
$2.23M 18.92K 19.11K -1.0
$2.16M 59.98K 64.17K -6.5
$2.13M 7.8K 7.82K -0.3
$2.04M 5.16K 5.2K -0.7
$1.99M 746 692 +7.8
$1.85M 7.8K 8.78K -11.2
First TR Exch Traded FD III
$1.83M 89.02K 93.56K -4.9
$1.68M 7.13K 7.34K -2.9
$1.62M 55.59K NEW
$1.62M 53.24K 56.83K -6.3
$1.56M 15.91K 16.5K -3.6
$1.5M 29.51K 31.67K -6.8
First TR Value Line Divid In
$1.4M 35.73K 12.12K +194.9
$1.39M 521 537 -3.0
$1.33M 406 280 +45.0
$1.32M 18.55K 19.6K -5.4
$1.11M 6.58K 6.28K +4.8
First TR Exch Traded FD III
$1.09M 19.23K 19.22K 0
$1.04M 19.24K 21.19K -9.2
$1.03M 7.63K 7.74K -1.4
$996K 9.12K 9.24K -1.3
$962K 12.3K 12.3K 0
$950K 33.25K NEW
$940K 8.2K 8.71K -5.8
Holdings list only includes long positions. Only includes long positions.

Calendar

3 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings