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Hancock Investment Services, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Assets

Assets

Last updated on Aug. 14, 2019
    • $531.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $255.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

115

name start date
Donald Richard Abaunza
February 2012
Robert Ross Kantor
January 2013
Samantha A Frasier
April 2016
Brady Aymond
August 2017
Mark Christopher Smith
January 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Hancock Horizon Funds -- --
    Horizon Advisers IAR $811,516,381
    Whitney Bank Trust & Asset Management Municipal Advisors Group -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Patricia Kives Loupe Assistant Secretary May, 2017 less than 5%
      James Hiroshi Fujinaga President/Ceo And Director July, 2018 less than 5%
      Anthony Mark Cognevich Vp/Cco And Director July, 2018 less than 5%
      Miles Stuart Milton Executive Vice President And Director July, 2018 less than 5%
      Keith Paul Leblanc Vice President, Director Of Sales September, 2016 less than 5%
      Ronald Joseph Deblanc Vice President, Cfo, Senior Asst. Secretary & Treasurer September, 2016 less than 5%
      Stuart Todd Nichoalds Aml/Bsa Officer April, 2016 less than 5%
      David Joseph Palozzola Vice President, Director Of Brokerage Operations September, 2016 less than 5%
      Teresa Zeringue Lygate Assistant Secretary May, 2013 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets