Overview
Assets Under Management: $488 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 148
Average Client Assets: $3 million
Frequently Asked Questions
HALTER FERGUSON FINANCIAL INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109563), HALTER FERGUSON FINANCIAL INC is subject to fiduciary duty under federal law.
HALTER FERGUSON FINANCIAL INC is headquartered in CARMEL, IN.
HALTER FERGUSON FINANCIAL INC serves 148 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, HALTER FERGUSON FINANCIAL INC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
HALTER FERGUSON FINANCIAL INC manages $488 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, HALTER FERGUSON FINANCIAL INC serves high-net-worth individuals. View client details ↓
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