Hidalgo,Janet

Overview

Janet Hidalgo operates a small, independent registered investment advisory practice that focuses on financial planning and portfolio management for individuals and small businesses. The firm is structured as a sole proprietorship and runs a largely advisory, non-discretionary model: clients retain final trading authority while the advisor provides recommendations and planning. Fee arrangements combine a percentage-of-AUM component with hourly charges, reflecting a mix of ongoing portfolio oversight and project-based planning work. Investment posture is equity‑tilted, with a clear preference for liquid, exchange‑traded instruments. The adviser does not position itself as a capital allocator to outside alternative managers, and it is not flagged as an active ESG investor. Services are aimed at individual and family clients rather than institutional or pension clients.

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Location & Offices