Overview
Assets Under Management: $191 million
Headquarters: PORTAGE, MI
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 463
Discretionary Accounts: 463
Regulatory Filings
CRD Number: 131236
Last Filing Date: 2025-02-17 00:00:00
Website: https://hfmadvisor.com