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Ismar Zildzic

Hoylecohen, LLC

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About Ismar Zildzic

Ismar Zildzic is a registered investment advisor with the state of California. Ismar is currently employed with Hoylecohen, LLC and The Colony Group, LLC. Ismar has been working in the financial services industry since 2012. Ismar has passed the Uniform Investment Adviser Law Examination (Series 65). Ismar has experience working with a variety of clients, including individuals, corporations, trusts, and pension plans. Ismar's firm provides a variety of services, including financial planning, investment management, and retirement planning.

Firm Information

Ismar Zildzic is currently registered with Hoylecohen, LLC. Hoylecohen, LLC is a registered investment advisor with approximately $3.43 billion in regulatory assets under management. The firm provides a variety of services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and institutions. Hoylecohen, LLC serves a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, state and municipal government entities, and individuals other than high-net-worth.
Hoylecohen, LLC

350 CAMINO DE LA REINA

SAN DIEGO, CA 92108

$3.43B

Assets Under Management

5

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit and cash management solutions

Credit and cash management solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing on eligible credit and cash management solutions

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Ismar Zildzic’s Registration & Firm History

CA

11/16/2017 - Present

Hoylecohen, LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 11/15/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ismar Zildzic.
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