Hopwood Financial Services, Inc.
Firm details
- Headquarters
- Reston, Virginia
- CRD number
- 127927
- Registered since
- August 12, 2003
- Website
- www.hopwoodfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.76%
- Individuals5.79%
- Pension & Profit Sharing Plans0.93%
- Corporations / Businesses0.37%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hopwood Financial Services, Inc. is an independent registered investment adviser formed in 2003 and owned by an individual principal. The firm serves both individual/family clients and institutional accounts and describes itself as a capital allocator that selects external managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee engagements. Hopwood was named to FA Magazine’s “Top RIA Firms” list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Investment Grade Corp Bonds18%
- US Government Bonds10%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
Contacts
3 of 6
Pedrom Sadeghi
Associate AdvisorCRD 7925484
Max Kortegast
Wealth AdvisorCRD 6462548
Herbert Hopwood
PresidentCRD 1605128
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$182M in ETFs
61%
$110M
39%
$71.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (CGXU) | American Funds | Active | Foreign Large Growth | $21.6M | 622,577 | 11.84% |
Location
Reston, VA
Fairfax
Location
Reston, VA
Headquartered in Reston, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Fairfax
- Address
- 10740 Parkridge Blvd
- Time zone
- ET (UTC-5)
- Office locations
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