Overview
Assets Under Management: $165 million
Headquarters: HINSDALE, NH
High-Net-Worth Clients: 4
Average Client Assets: $21.8 million
Frequently Asked Questions
HODGE FINANCIAL SERVICES, 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 #127213), HODGE FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
HODGE FINANCIAL SERVICES, LLC is headquartered in HINSDALE, NH.
HODGE FINANCIAL SERVICES, LLC serves 4 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, HODGE FINANCIAL SERVICES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
HODGE FINANCIAL SERVICES, LLC manages $165 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, HODGE FINANCIAL SERVICES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.02%
Average Client Assets: $21.8 million
Total Client Accounts: 46
Discretionary Accounts: 46
Regulatory Filings
CRD Number: 127213
Filing ID: 1857299
Last Filing Date: 2024-03-27 14:11:00