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Richard Whitney Hoss

NEW SHERIDAN ADVISORS, LLC·IRVINE, California
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18201 VON KARMAN, IRVINE, CA 92612CRD# 5211370Firm CRD# 150140
01

About

Richard Whitney Hoss is a registered financial advisor based in IRVINE, California, affiliated with NEW SHERIDAN ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
NEW SHERIDAN ADVISORS, LLC
NEW SHERIDAN ADVISORS, LLC
AUM
$84M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at NEW SHERIDAN ADVISORS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5211370
Firm CRD# 150140
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Whitney Hoss offer?
Richard Whitney Hoss specializes in Investment Management, Fee-Only Advisory. Contact their office in IRVINE, California for a consultation.
What are Richard Whitney Hoss's credentials?
Richard Whitney Hoss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Whitney Hoss located?
Richard Whitney Hoss is based in IRVINE, California, working with NEW SHERIDAN ADVISORS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.
How does Richard Whitney Hoss charge for services?
Richard Whitney Hoss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW SHERIDAN ADVISORS, LLC?
NEW SHERIDAN ADVISORS, LLC has approximately 3 employees and manages $84M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW SHERIDAN ADVISORS, LLC

Russell Edwin Hoss
IRVINE, CA
Qi Shi
NEWPORT BEACH, CA

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Research
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