HTG Investment Advisors Inc

RIASEC Registered

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$770K

Accounts

1,446

Employees

Advisory reps

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

FINTRX

Overview

HTG Investment Advisors Inc is an independent, privately owned registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and families. The firm is registered with the SEC (initial registration in 1998) and operates as a capital allocator, selecting third-party managers in addition to managing client portfolios directly. Primary business activities listed include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include asset-based fees and fixed fees. HTG does not identify as an active ESG investor and is not positioned as a pension consultant or related adviser. The firm received recognition from FA Magazine in 2020, appearing on that outlet’s Top RIA Firms list.