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Hohimer Wealth Management

Hohimer Wealth Management is an investment advisor in Seattle with $682.29M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
832676110
SEC advisor number
801-114746
FINRA CRD number
300140
AUM ?
$682.29M (as of 22 Mar 21)
Accounts
859 (as of 22 Mar 21)
Employees
9 (5 investment advisory or research)
Address
Hohimer Wealth Management
ONE UNION SQUARE
600 UNIVERSITY STREET, SUITE 2401
SEATTLE
WA 98101
Phone
206-709-5955

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 174 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$23.74M 572.12K 546.34K +4.7
$23.26M 425.73K 409.3K +4.0
$13.95M 49.49K 51.58K -4.0
$8.77M 2.67K 2.73K -2.2
$8.71M 17.96K 18.25K -1.6
$8.29M 58.61K 62.39K -6.1
$7.65M 172.71K 177.76K -2.8
$7.59M 243.91K 281.97K -13.5
$7.34M 57.01K 58.63K -2.8
$7.29M 35.17K 9.1K +286.5
$7.04M 26.66K 27.02K -1.3
$6.84M 41.77K 42.8K -2.4
$6.75M 2.53K 2.6K -3.0
$5.92M 13.79K 13.81K -0.1
$5.81M 17.12K 17.25K -0.7
$5.76M 10.12K 10.44K -3.0
$5.73M 57.23K 57.28K -0.1
$5.68M 78K 80.05K -2.6
$5.45M 77.72K 80.48K -3.4
$5.31M 18.88K 19.26K -2.0
$5.2M 32.99K NEW
$5.15M 18.97K 17.3K +9.6
$5.08M 13.01K 13.21K -1.5
Vanguard Specialized Funds
$4.84M 31.52K 30.81K +2.3
$4.82M 86.11K 80.39K +7.1
$4.72M 55.63K 56.61K -1.7
$4.53M 105.28K 108.31K -2.8
$4.5M 647.94K 646.82K +0.2
$4.47M 20.31K 20.42K -0.5
$4.39M 15.14K 14.85K +2.0
$4.38M 19.68K 20.5K -4.0
$4.32M 145.6K 148.53K -2.0
$4.31M 318.19K 320.58K -0.7
$4.25M 163.83K 162.52K +0.8
$4.24M 60.74K 60.16K +1.0
$4.24M 107.33K 109.73K -2.2
$4.23M 115.46K NEW
$4.21M 28.01K 27.53K +1.8
$4.18M 98.4K 97.88K +0.5
$4.14M 12K 12.04K -0.3
$3.92M 39.1K 40K -2.3
$3.9M 52.78K 54.36K -2.9
$3.82M 23.67K 24.97K -5.2
$3.82M 73.75K 74.78K -1.4
$3.65M 67.04K 68.31K -1.9
$3.6M 10.97K 11.41K -3.9
$3.55M 31.34K 31.72K -1.2
$3.5M 11.8K 11.69K +0.9
$3.5M 72.62K 12.97K +460.0
$3.48M 23.95K 23.86K +0.4
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings