HFM INVESTMENT ADVISORS, LLC
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
FINTRXOverview
HFM Investment Advisors, LLC is an independent, SEC-registered RIA (registered in 2021) operated as a limited liability company with individual ownership. The firm describes itself as a capital allocator serving both individuals/families and institutional clients. Its fee arrangements include percentage-of-AUM fees, fixed fees and other fee structures. Advisory services listed on filings cover comprehensive financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and the selection/oversight of other advisers. HFM does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities95%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JASON GABRIELI
COO & CCOCRD 5692911
Contacts
3 of 6Tyler Reedman
Financial AdvisorCRD 7371171
MICHAEL PALLOZZI
Investment Advisor RepresentativeCRD 1936691
CATHERINE ALLEN-CARLOZO
Financial AdvisorCRD 1518104
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$249M in ETFs
2%
$5.5M
98%
$244M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $102M | 2,620,847 | 40.84% |
Location
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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