HSCORE ADVISORS LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 330589
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Subscription Fees
- Client types
- HNWI94.79%
- Individuals5.21%
- Services
- Portfolio Management for IndividualsSecurity Ratings / Pricing Services
Firm profile
FINTRXOverview
Hscore Advisors LLC is a small limited liability investment adviser that serves individual and family clients. The firm reports portfolio management for individuals and small businesses as a primary advisory activity and also lists security ratings or pricing services as part of its offerings. Ownership is held by an individual and compensation comes through a mix of percentage-of-AUM fees and subscription fees. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities95%
- Cash & Cash Equivalents3%
- Non-Exchange Traded Equities2%
Contacts
3 of 3MARK RHODES
OwnerCRD 1163983
SAKET KUMAR
Co-FounderCRD 5394053
HARI KUSUMAKAR
Co-FounderCRD 8030313
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 2712 Westminster Ave
- Time zone
- CT (UTC-6)
- Office locations
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