HY Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 155571
- Website
- www.hyfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals88.89%
- Corporations / Businesses11.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
Hy Financial LLC operates as an independent registered investment advisor (RIA) with a focus on providing a range of financial services to both individual and institutional clients. The firm engages in financial planning, portfolio management, and educational seminars, among other activities. While it does not actively pursue ESG investments, it maintains a diverse approach to asset management, with a particular emphasis on real estate and mutual funds.
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 Equities62%
- Cash & Cash Equivalents36%
Owners & executives
1 of 1
Yuan He
Chief Executive OfficerCRD 5860321
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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