Overview
Assets Under Management: $67 million
High-Net-Worth Clients: 9
Average Client Assets: $7.4 million
Frequently Asked Questions
HNW MANAGEMENT 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 #155302), HNW MANAGEMENT INC. is subject to fiduciary duty under federal law.
HNW MANAGEMENT INC. serves 9 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, HNW MANAGEMENT INC. offers portfolio management for individuals. View all service details ↓
HNW MANAGEMENT INC. manages $67 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, HNW MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $7.4 million
Total Client Accounts: 21
Discretionary Accounts: 21
Regulatory Filings
CRD Number: 155302
Filing ID: 1192961
Last Filing Date: 2018-03-23 11:52:00