Richard Hocker
Richard Hocker is a registered investment advisor at Penn Capital Management Company, LLC, based in Cherry Hill, NJ, with 33 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 724 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Penn Capital's investment management fees for separately managed accounts typically range from 0.30% to 1.25% per year, depending on the specific investment strategy. Fee discounts may be available based on the total amount you invest with Penn Capital. Fees are usually calculated and paid quarterly based on the market value of the account.
Location
457 Haddonfield Road, Suite 210, Cherry Hill, NJ, 08002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Penn Capital Management Company, LLC
State Registrations3 states
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