Hedges Asset Management LLC
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
FINTRXOverview
Hedges Asset Management LLC operates as a limited liability company and is registered with the SEC since 2021. The firm primarily focuses on portfolio management for individual clients and small businesses. It caters to both individual and family clients as well as institutional investors. Hedges Asset Management employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. The firm does not engage in capital allocation or serve as a pension consultant, and it is not classified as an active ESG investor.
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 Equities86%
- US Government Bonds8%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1William Hedges
Managing Member And Chief Compliance OfficerCRD 1031636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$17.9M in ETFs
97%
$17.3M
3%
$610K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $3.4M | 39,900 | 19.07% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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