Overview
Assets Under Management: $305 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 175
Average Client Assets: $1 million
Frequently Asked Questions
HFG ADVISORS, INC. 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 #282027), HFG ADVISORS, INC. is subject to fiduciary duty under federal law.
HFG ADVISORS, INC. is headquartered in CINCINNATI, OH.
HFG ADVISORS, INC. serves 175 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, HFG ADVISORS, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HFG ADVISORS, INC. manages $305 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, HFG ADVISORS, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.59
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 655
Discretionary Accounts: 655
Regulatory Filings
CRD Number: 282027
Last Filing Date: 2025-02-03 00:00:00
Website: https://hackmanfinancial.com