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Hoey Investments
HOEY INVESTMENTS, INC. is an SEC-registered investment adviser in Coatesville, PA, registered since 2015. The firm manages approximately $788 million in...
Overview
HOEY INVESTMENTS, INC. is an SEC-registered investment adviser in Coatesville, PA, registered since 2015. The firm manages approximately $788 million in regulatory assets. It has 5 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Coatesville
Corporate office
Rye, NY, United States
Principals
James K. Hoey
President
Frequently asked questions
What does Hoey Investments actually hold?
The firm's sole publicly disclosed holding is a significant block of JPMorgan Chase & Co. common stock, built through predecessor banks including Chemical Bank and Manufacturers Hanover. No private-company investments, real estate, or fund commitments are publicly recorded. The office's regulatory filings show only this single equity position across multiple reporting periods.
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