Overview
Assets Under Management: $354 million
Headquarters: BERWYN, PA
High-Net-Worth Clients: 102
Average Client Assets: $2.7 million
Frequently Asked Questions
HYPERION PARTNERS, 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 #298729), HYPERION PARTNERS, LLC is subject to fiduciary duty under federal law.
HYPERION PARTNERS, LLC is headquartered in BERWYN, PA.
HYPERION PARTNERS, LLC serves 102 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, HYPERION PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HYPERION PARTNERS, LLC manages $354 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, HYPERION PARTNERS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 102
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.78%
Average Client Assets: $2.7 million
Total Client Accounts: 927
Discretionary Accounts: 912
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 298729
Filing ID: 1853387
Last Filing Date: 2024-03-26 11:04:00