Unclaimed Profile

Neil Charles Hokanson

ASPIRIANT, LLC·LOS ANGELES, California

Series 5, Series 7, Series 15, Series 24, Series 63Clean record38 years registeredASPIRIANT, LLC

11100 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 720641Firm CRD# 146720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Neil Charles Hokanson · LOS ANGELES, CA

Registration

CRD #720641 · ASPIRIANT, LLC · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASPIRIANT, LLC

ASPIRIANT, LLC

Jan 2016 – Jan 2019

Solana Beach, CA

HOKANSON ASSOCIATES, INC.

Jan 1988 – Jan 2016

SOLANA BEACH, CA

Registrations & Exams

FINRA examinations passed

Series 5

Series 7

Series 15

Series 24

Series 63

Registration record

First registered · January 1, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASPIRIANT, LLC

CRD 146720 · SEC 801-68987

AUM

$14.8B

Regulatory assets under management

Employees

204

11,103 client accounts

Services offered by ASPIRIANT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ASPIRIANT, LLC →

Introduction

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Frequently Asked Questions

What services does Neil Charles Hokanson offer?

Neil Charles Hokanson specializes in Financial Planning, Investment Management, Wealth Management.

What are Neil Charles Hokanson's credentials?

Neil Charles Hokanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Charles Hokanson located?

Neil Charles Hokanson is based in LOS ANGELES, California, last registered with ASPIRIANT, LLC.

How does Neil Charles Hokanson charge for services?

Neil Charles Hokanson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPIRIANT, LLC?

ASPIRIANT, LLC has approximately 204 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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