Hygge Advisors, LLC

RIAState Registered

Total AUM

$23.5M

Discretionary

$20.3M

87% of AUM

Avg account

$247K

Accounts

Employees

Advisory reps

Firm details

Headquarters: St Petersburg, Florida
CRD number: 289980
Website: www.hyggeadvisors.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.59%
Individuals27.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hygge Advisors, LLC is an independent, individually owned RIA operating as a limited liability company that serves individuals and families. The firm provides a mix of financial planning and portfolio management services—covering individual and small-business clients as well as businesses or institutions—and also offers pension consulting support, adviser selection, and educational seminars. Hygge runs both percentage-of-AUM and fixed-fee engagements and describes itself as a capital allocator that will place client assets with third-party managers where appropriate. The firm is state-registered in Florida, Ohio and Virginia.