HYGGE ADVISORS, LLC
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
FINTRXOverview
Hygge Advisors, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm operates as a capital allocator and leans on third-party managers when appropriate, offering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. Fee arrangements include both a percentage-of-AUM model and fixed fees. Investment behavior shows a clear tilt toward pooled public vehicles as the backbone of client portfolios, with mutual funds/public funds accounting for the bulk of assets. The firm is not positioned as an ESG-focused manager. It provides both discretionary and non-discretionary advisory relationships and acts as a connector to outside managers for specialized exposures.
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
1 of 1RORY CARNEY
Investment Advisor RepresentativeCRD 5728958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ST PETERSBURG, FL
PINELLAS
Location
ST PETERSBURG, FL
Headquartered in ST PETERSBURG, FL, in the South of the United States.
- Region
- South
- County
- PINELLAS
- Address
- 360 Central Ave
- Time zone
- ET (UTC-5)
- Office locations
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