Overview
Assets Under Management: $250 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 78
Average Client Assets: $2 million
Frequently Asked Questions
HF ADVISORY GROUP, LLC 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 #309051), HF ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
HF ADVISORY GROUP, LLC is headquartered in ANNAPOLIS, MD.
HF ADVISORY GROUP, LLC serves 78 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, HF ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HF ADVISORY GROUP, LLC manages $250 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, HF ADVISORY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,063
Discretionary Accounts: 1,063
Regulatory Filings
CRD Number: 309051
Last Filing Date: 2025-02-21 00:00:00
Website: https://hfadvisorygroup.com