H.H. Investment Counsel, Inc.
RIASEC Registered
Total AUM
$5.4M
Discretionary
$5.4M
100% of AUM
Avg account
$676K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123133
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.72%
- Individuals16.28%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
H.H. Investment Counsel, Inc. is a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, it has carved out a niche in managing investments for a select client base. The firm is not classified as a multi-state adviser and does not have affiliations with pension consulting or related advisory firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds27%
Contacts
1 of 1
William Heffernan
PresidentCRD 1763611
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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