Hibernia Strategies Inc.

RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$774K
Accounts
3
Employees
1
Advisory reps
2

Firm details

Headquarters
West Chester, Pennsylvania
CRD number
330420
Fee structure
Performance Based Fees, Other
Client types
  • Individuals71.99%
  • Other28.01%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hibernia Strategies Inc. is an independently owned registered investment adviser operating as a small, individual-owned RIA that focuses on portfolio management for individuals, small businesses, and institutional clients. The firm identifies its clientele as individuals and families and conducts other financial product sales activities in addition to advisory work. Its fee model includes performance-based components alongside other fee arrangements. Hibernia does not position itself as a capital allocator or an active ESG investor, and it is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 95%, Non-Exchange Traded Equities 3%, Cash & Cash Equivalents 2%95%
  • Exchange Traded Equities95%
  • Non-Exchange Traded Equities3%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Timothy Ireland

    Solicitor - Tax LawCRD 7897735

  • Damon Ireland

    Damon Ireland

    Vice PresidentCRD 7897729

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

West Chester, PA

Chester

Location

West Chester, PA

Headquartered in West Chester, PA, 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
Chester
Address
535 N Church St
Time zone
ET (UTC-5)
Office locations

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