HFM Investment Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$404M

Discretionary

$404M

100% of AUM

Avg account

$314K

Accounts

1,286

Employees

5

Advisory reps

7

Firm details

Headquarters: Glassboro, New Jersey
CRD number: 289103
Registered since: April 14, 2021
Website: hfmadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI41.82%
Pension & Profit Sharing Plans31.99%
Individuals26.07%
Corporations / Businesses0.12%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

HFM Investment Advisors, LLC is an independent, SEC-registered registered investment adviser that began SEC registration in 2021 and is organized as an LLC with individual ownership. The firm positions itself as a capital allocator serving both individual/family and institutional clients through a mix of portfolio management, financial planning, pension consulting and selection-of-other-advisers services. Fee arrangements include percentage-of-AUM billing as well as fixed fees and other fee types. HFM does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities95%
Public Funds/Mutual Funds4%
Cash & Cash Equivalents1%

Owners & executives

1 of 1

Jason Gabrieli
COO & CCOCRD 5692911

Contacts

3 of 6

Tyler Reedman
Financial AdvisorCRD 7371171
Michael Pallozzi
President, Financial AdvisorCRD 1936691
Catherine Allen-carlozo
Financial AdvisorCRD 1518104

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 74

Active vs passive

$272M in ETFs

Passive

2%

$4.4M

Active

98%

$268M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DIMENSIONAL US CORE EQUITY 2 ETF (DFAC)	Dimensional	Active	Large Blend	$115M	2,582,339	42.10%

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Primary office

Glassboro, NJ

Gloucester

Location

Glassboro, NJ

Headquartered in Glassboro, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area: Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region: Northeast
County: Gloucester
Address: 102 W High St
Time zone: ET (UTC-5)
Office locations

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