Hughes & Company Investment Advisory, LLC

RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$175K
Accounts
8
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
173614
Custodians
BETTERMENT
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Derek Hughes

    Derek Hughes

    OwnerCRD 6226617

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth