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Robert Lopez

Hoylecohen, LLC

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About Robert Lopez

Robert Lopez is an investment advisor representative registered with HoyleCohen Wealth Management, LLC and THE Colony Group, LLC. Robert is also a Chartered Financial Analyst. Robert has over 16 years of experience in the financial services industry. Robert's current firm, HoyleCohen Wealth Management, LLC, is based in San Diego, CA and provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and credit and cash management solutions.

Firm Information

Robert Lopez 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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Robert Lopez’s Registration & Firm History

CA

06/20/2023 - Present

Hoylecohen, LLC (SAN DIEGO CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Lopez.
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