HOKANSON ASSOCIATES, INC.

SOLANA BEACH, California·3 registered advisors·CRD# 104617

SEC# 801-22755858-755-8899

01

Firm Overview

AUM

$579M

Regulatory assets under management

Employees

12

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at HOKANSON ASSOCIATES, INC.

3 registered advisors

Linda Kaye Kitchens

SOLANA BEACH, California

Maureen Jean Gaare

SOLANA BEACH, California

William Harwick Chenoweth

SOLANA BEACH, California

05

Office Locations

SOLANA BEACH, California

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Data sourced from SEC Form ADV filings. HOKANSON ASSOCIATES, INC. (CRD# 104617) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.