Overview
Assets Under Management: $169 million
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 434
Non-Discretionary Accounts: 434
Regulatory Filings
CRD Number: 114046
Last Filing Date: 2025-02-04 00:00:00
Website: https://hfhplanning.com