HINDS FINANCIAL GROUP INC

RIASEC RegisteredEst. 2004

Total AUM

$537M

Discretionary

$526M

98% of AUM

Avg account

$854K

Accounts

629

Employees

Advisory reps

Firm details

Headquarters: LAKEWOOD, Colorado
CRD number: 129971
Registered since: January 16, 2004
Website: www.hindsfg.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.72%
Individuals13.23%
Charitable Organizations0.05%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Hinds Financial Group Inc. operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services. The firm caters primarily to individual and family clients, offering a range of advisory activities that include portfolio management for both individuals and small businesses, as well as for larger institutions. The firm is not classified as a capital allocator and does not actively engage in ESG investment strategies. Hinds Financial Group Inc. is also a registered representative of a broker-dealer, which allows it to offer a wider array of investment products and services.