HY Financial LLC

Overview

HY Financial LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional accounts. Its revenue model combines a percentage-of-AUM fee with hourly charges. HY Financial also conducts real estate brokerage activity alongside its advisory work. The advisory side of the business covers comprehensive financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. The firm also produces periodicals or newsletters, delivers market timing services, and offers educational seminars and workshops. HY Financial is not positioned as an ESG-focused manager, does not identify as a multi-state adviser, and is not listed as a pension consultant or capital allocator.

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Public Holdings

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Location & Offices