HFM Wealth Management

RIASEC RegisteredEst. 1989

Total AUM

$700M

Discretionary

$698M

100% of AUM

Avg account

$3.8M

Accounts

185

Employees

Advisory reps

Firm details

Headquarters: West Hartford, Connecticut
CRD number: 105039
Registered since: February 6, 1989
Website: www.hfmonline.com
Custodians: CHARLES SCHWAB & CO., INC., WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI42.58%
Individuals27.88%
Banking / Thrift Institutions27.6%
Pension & Profit Sharing Plans1.06%
Charitable Organizations0.74%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

HFM Wealth Management is an independent, corporation-structured registered investment adviser that has been SEC-registered since 1989. The firm identifies as a capital allocator and serves both individual and family clients as well as institutional clients. Its advisory offering spans financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, manager selection, publication of periodicals/newsletters, and educational seminars and workshops. The firm charges a mix of fee types including percentage-of-AUM arrangements plus hourly and fixed-fee engagements. HFM does not identify as an active ESG investor and is not described as a multi-state adviser in the snapshot data.