Overview
Assets Under Management: $488 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 148
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 148
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 950
Discretionary Accounts: 950
Regulatory Filings
CRD Number: 109563
Last Filing Date: 2025-02-26 00:00:00
Website: https://hffinancial.com