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Kirsten A Hocker

PENN CAPITAL MANAGEMENT COMPANY, LLC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
1200 INTREPID AVENUE, PHILADELPHIA, PA 19112CRD# 4345640Firm CRD# 105081
01

About

Kirsten A Hocker is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with PENN CAPITAL MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PENN CAPITAL MANAGEMENT COMPANY, LLC
PENN CAPITAL MANAGEMENT COMPANY, LLC
AUM
$1.7B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at PENN CAPITAL MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4345640
Firm CRD# 105081
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kirsten A Hocker offer?
Kirsten A Hocker specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Kirsten A Hocker's credentials?
Kirsten A Hocker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kirsten A Hocker located?
Kirsten A Hocker is based in PHILADELPHIA, Pennsylvania, working with PENN CAPITAL MANAGEMENT COMPANY, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Kirsten A Hocker charge for services?
Kirsten A Hocker's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENN CAPITAL MANAGEMENT COMPANY, LLC?
PENN CAPITAL MANAGEMENT COMPANY, LLC has approximately 19 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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