HSCORE ADVISORS LLC

RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.8M
99% of AUM
Avg account
$329K
Accounts
21
Employees
3
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 3%, Non-Exchange Traded Equities 2%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents3%
  • Non-Exchange Traded Equities2%

Contacts

3 of 3
  • MARK RHODES

    OwnerCRD 1163983

  • SAKET KUMAR

    Co-FounderCRD 5394053

  • HARI KUSUMAKAR

    Co-FounderCRD 8030313

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth