Overview
Assets Under Management: $484 million
High-Net-Worth Clients: 56
Average Client Assets: $8 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.44
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 676
Discretionary Accounts: 676
Regulatory Filings
CRD Number: 115799
Last Filing Date: 2025-02-14 00:00:00
Website: https://hfminvestmentadvisors.com