HTG Investment Advisors Inc
Firm details
- Headquarters
- New Canaan, Connecticut
- CRD number
- 108614
- Registered since
- May 14, 1998
- Website
- www.htgadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.15%
- Individuals4.7%
- Pension & Profit Sharing Plans0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
HTG Investment Advisors Inc is an independent, individual-owned registered investment adviser that has been operating since 1998. The firm serves primarily high-net-worth individuals and families, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. HTG bills clients through a mix of percentage-of-AUM fees and fixed fees and acts as a capital allocator, placing client capital with third-party managers as part of its solution set. The firm does not present itself as an ESG-focused investor. In 2020 HTG Investment Advisors was named to FA Magazine’s Top RIA Firms list.
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 Funds66%
- Exchange Traded Equities30%
- Cash & Cash Equivalents4%
Contacts
3 of 13
Allison Donaldson
AdvisorCRD 2209598
Travis Hood
AdvisorCRD 8112309
Robin Sherwood
PresidentCRD 4693308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 57Active vs passive
$315M in ETFs
30%
$94M
70%
$221M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $34.3M | 881,511 | 10.86% |
Location
New Canaan, CT
Fairfield
Location
New Canaan, CT
Headquartered in New Canaan, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Fairfield
- Address
- 50 Locust Ave
- Time zone
- ET (UTC-5)
- Office locations
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