Overview
Assets Under Management: $768 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 182
Average Client Assets: $1.8 million
Frequently Asked Questions
HNP CAPITAL LLC 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 #150333), HNP CAPITAL LLC is subject to fiduciary duty under federal law.
HNP CAPITAL LLC is headquartered in ROCHESTER, NY.
HNP CAPITAL LLC serves 182 high-net-worth clients according to their SEC filing dated March 15, 2023. View client details ↓
According to their SEC Form ADV, HNP CAPITAL LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HNP CAPITAL LLC manages $768 million in client assets according to their SEC filing dated March 15, 2023.
According to their SEC Form ADV, HNP CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 182
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.43%
Average Client Assets: $1.8 million
Total Client Accounts: 3,011
Discretionary Accounts: 2,891
Non-Discretionary Accounts: 120
Regulatory Filings
CRD Number: 150333
Filing ID: 1717058
Last Filing Date: 2023-03-15 09:21:00