HFG ADVISORS INC.
Firm details
- Headquarters
- KALAMAZOO, Michigan
- CRD number
- 125129
- Website
- hfgfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.52%
- Individuals14.48%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
HFG Advisors Inc. is a small, client-focused advisory firm serving individuals and families. The firm combines financial planning and portfolio management for individual and small business clients and operates both as an investment adviser and as a registered representative tied to a broker‑dealer. Fee arrangements are flexible—percentage of assets under management, hourly charges and fixed fees are all used depending on the engagement. Investment activity tilts toward public markets with an equity preference. Exchange‑traded equities are the most used asset type, and the firm appears to manage a mix of separately managed accounts and pooled products to implement equity exposure. HFG Advisors does not identify as an active ESG investor and is not structured as a capital allocator to external private managers.
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 Equities40%
- State & Local Bonds20%
- Other20%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents5%
Contacts
2 of 2DANIEL YOUNGS
Managing PartnerCRD 1076279
JORDAN MARCHEWKA
Financial AdvisorCRD 6853563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
KALAMAZOO, MI
KALAMAZOO
Location
KALAMAZOO, MI
Headquartered in KALAMAZOO, MI, anchoring the Kalamazoo-Battle Creek-Portage, MI metro in the Midwest.
- Metro area
- Kalamazoo-Battle Creek-Portage, MI
- Region
- Midwest
- County
- KALAMAZOO
- Address
- 5659 W Michigan Ave
- Time zone
- ET (UTC-5)
- Office locations
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