HFR Wealth Management, LLC

RIASEC RegisteredEst. 1995
Total AUM
$589M
Discretionary
$589M
100% of AUM
Avg account
$692K
Accounts
851
Employees
6
Advisory reps
5

Firm details

Headquarters
,
CRD number
106913
Registered since
October 6, 1995
Website
www.hfr.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI74.13%
  • Charitable Organizations13.29%
  • Individuals12.45%
  • Corporations / Businesses0.13%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

HFR Wealth Management, LLC is a privately held limited liability company that has been SEC-registered since 1995. The firm provides portfolio management primarily for individuals and small businesses and serves both individual/family and institutional clients. Its advisory fees are charged as a percentage of assets under management. HFR Wealth Management does not identify as an active ESG investor and is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, US Government Bonds 19%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 1%73%
  • Exchange Traded Equities73%
  • US Government Bonds19%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents1%

Contacts

3 of 5

  • Herbert Reilly

    PresidentCRD 1717740

  • Herbert Reilly Iv

    Vice PresidentCRD 7374984

  • Christopher Hurley

    Business DevelopmentCRD 2869618

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$348K in ETFs

Passive

100%

$348K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$348K5,160100.00%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth