Hoyt, Gerald K (Los Banos)


Hoyt, Gerald K is an adviser based in Los Banos. It manages $16.5 million of regulatory assets for 221 client accounts. It has been registered with the SEC as an adviser since 2005.

Hoyt, Gerald K provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hoyt, Gerald K: assets under management

The assets under management (AUM) of Hoyt, Gerald K is $16.5 million. The firm's AUM has gone down by -13% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.5 million in discretionary accounts and $12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $375 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $57.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hoyt, Gerald K for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Los Banos

The principal office where Hoyt, Gerald K performs its advisory services is located at 1120 West "I" Street, Los Banos, CA 93635, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 209-826-4871 or by fax 209-826-8154. The normal business hours are 8am to 5pm on Monday - Friday.

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