Hfir LLC

RIASEC Registered
Total AUM
$68.3M
Discretionary
$10.6M
15% of AUM
Avg account
$2.6M
Accounts
26
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
168526
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI84.51%
  • Individuals15.49%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hfir LLC is a small, privately held investment adviser organized as a limited liability company that serves individual and family clients. The firm provides portfolio management for both individuals/small businesses and pooled investment vehicles, using a blended fee model that combines a percentage of assets under management with performance-based fees. Hfir’s asset mix and filing details point to a focus beyond standard public equities: the largest portion of reported assets is categorized as “Other,” and the firm allocates to third-party alternative managers for targeted exposure. Hfir is not an active ESG investor and does not operate as a multi-state or pension consultant adviser. Manager selection appears oriented toward specialized external managers for non-traditional sleeves—commodities, private credit, and oil & gas feature explicitly—suggesting the firm seeks income and real-asset diversification alongside client-directed holdings. The fee structure that includes performance fees indicates the adviser may run strategies with incentive compensation or partner with managers that employ such arrangements.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 96%, Cash & Cash Equivalents 4%96%
  • Other96%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Wilson Wang

    Managing member & COOCRD 6234960

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth