Overview
Assets Under Management: $219 million
Headquarters: ELLICOTT CITY, MD
High-Net-Worth Clients: 53
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.32
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 492
Discretionary Accounts: 492
Regulatory Filings
CRD Number: 120745
Last Filing Date: 2025-02-05 00:00:00
Website: https://hwafinancialgroup.com