Overview
Assets Under Management: $180 million
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 391
Non-Discretionary Accounts: 391
Regulatory Filings
CRD Number: 110261
Last Filing Date: 2025-02-25 00:00:00
Website: https://hfrltd.com