Hughes & Company Investment Advisory, LLC
Firm details
- Headquarters
- ,
- CRD number
- 173614
- Website
- hughesfinancialplanning.com
- Custodians
- BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hughes & Company Investment Advisory, LLC operates as an independent registered investment advisor (RIA), focusing primarily on providing financial planning and portfolio management services to individuals and families. The firm is structured as a limited liability company and is owned by an individual. Hughes & Company does not engage in capital allocation or pension consulting, nor do they have affiliations with other advisory firms. Their client base consists solely of individuals and families, and they utilize a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.
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
- Exchange Traded Equities100%
Contacts
1 of 1
Derek Hughes
OwnerCRD 6226617
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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