Overview
Assets Under Management: $242 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.93
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 945
Discretionary Accounts: 945
Regulatory Filings
CRD Number: 164942
Last Filing Date: 2025-01-23 00:00:00
Website: https://hileyhunt.com