Van Deventer & Hoch (Glendale)


Van Deventer & Hoch is a large advisory firm based in Glendale. It manages $1.02 billion of regulatory assets for 1,091 client accounts. It has been registered with the SEC as an adviser since 2001.

Van Deventer & Hoch provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Van Deventer & Hoch: assets under management

The assets under management (AUM) of Van Deventer & Hoch is $1.02 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $994.23 million in discretionary accounts and $29.01 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $921.43 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.42 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Van Deventer & Hoch for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glendale

The principal office where Van Deventer & Hoch performs its advisory services is located at 655 North Central Avenue, Glendale, CA 91203 The mailing address of the firm is P. O. Box 29022, Glendale, CA 91209 9866. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 818-247-5330 or by fax 818-507-6819. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.vdh.com.