Overview
Assets Under Management: $250 million
Headquarters: ANNAPOLIS, MD
High-Net-Worth Clients: 78
Average Client Assets: $2 million
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