Overview
Assets Under Management: $358 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 3
Average Client Assets: $41 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.66
Average High-Net-Worth Client Assets: $41 million
Total Client Accounts: 430
Discretionary Accounts: 430
Regulatory Filings
CRD Number: 110994
Filing ID: 1998079
Last Filing Date: 2025-06-17 16:18:00
Website: https://hdainvest.com