HFM INVESTMENT ADVISORS, INC.
Firm details
- Headquarters
- ,
- CRD number
- 115799
- Registered since
- September 26, 2017
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.44%
- Individuals20.69%
- Pension & Profit Sharing Plans1.86%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
HFM Investment Advisors, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee arrangements are flexible, including percentage-of-assets, hourly, and fixed fees. The firm is not identified 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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities29%
- Cash & Cash Equivalents18%
- Investment Grade Corp Bonds4%
Contacts
2 of 2MICHAEL PALLOZZI
Investment Advisor RepresentativeCRD 1936691
STEPHEN HYDE
Financial PlannerCRD 254335
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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