Hedges Asset Management LLC

RIASEC RegisteredEst. 2021
Total AUM
$178M
Discretionary
$178M
100% of AUM
Avg account
$6.6M
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
313637
Registered since
May 4, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI99.02%
  • Pension & Profit Sharing Plans0.98%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hedges Asset Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm is owner-operated and charges clients a percentage of assets under management. Its client mix includes individuals, families and some institutional relationships, with explicit advisory activity focused on portfolio management for individuals and small businesses. Hedges does not identify as an active ESG investor, does not describe itself as a multi-state adviser, and does not function as a capital allocator to third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, US Government Bonds 8%, Cash & Cash Equivalents 5%, Investment Grade Corp Bonds 1%86%
  • Exchange Traded Equities86%
  • US Government Bonds8%
  • Cash & Cash Equivalents5%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1
  • William Hedges

    Managing Member And Chief Compliance OfficerCRD 1031636

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 19

Active vs passive

$17.7M in ETFs

Passive

95%

$16.8M

Active

4%

$886K

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES SHORT QQQ (PSQ)ProSharesPassiveTrading Inverse Equity$3.8M152,20021.53%

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth