HR INVESTMENT CONSULTANTS, INC.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
115623
Fee structure
Hourly Charges, Fixed Fees
Services
Pension Consulting

Firm profile

FINTRX

Overview

HR Investment Consultants, Inc. is a small, corporate-structured advisory firm owned by an individual and positioned as a fee-for-service consultant. The firm’s recorded activities emphasize pension consulting services, and its billing model is based on hourly charges and fixed fees rather than asset-based advisory fees. Public registration details are not clearly documented in the available snapshot, and the firm is flagged as a non–capital allocator, meaning it does not appear to commit client capital directly into external investment vehicles on its own balance sheet. Regulatory and classification fields in the record are either unclassified or negative for several common advisor attributes: it is not listed as an active ESG investor, not a multi-state adviser, not newly formed, and not identified as a related adviser. The data set also distinguishes that, while pension consulting services are part of the firm’s advisory activities, it is not otherwise categorized as a pension consultant by the source.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JOSEPH VALLETTA

    PrincipalCRD 1437852

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BALTIMORE, MD

BALTIMORE

Location

BALTIMORE, MD

Headquartered in BALTIMORE, MD, 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
BALTIMORE
Address
502 Washington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth