Hokanson Associates Overview

  • Founded
  • 1987
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 12
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Hokanson Associates General Information

Description

Provider of investment advisory services. The company provides investment advisory, portfolio management, management consulting, wealth management and other services to individual and institutional investors.

Contact Information

Website
www.hokansonassociates.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Acquirer
Aspiriant
Primary Office
  • 201 Lomas Santa Fe Drive
  • Suite 360
  • Solana Beach, CA 92075
  • United States
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Hokanson Associates Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Hokanson Associates Executive Team (3)

Name Title Board Seat Contact Info
Maureen Gaare Chief Compliance Officer & Director, Human Resources
Neil Hokanson Co-Founder & President
To view Hokanson Associates’s complete executive team members history, request access »

Hokanson Associates Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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