William D Hughes
Firm details
- Headquarters
- ,
- CRD number
- 284272
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI63.29%
- Individuals36.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
William D Hughes operates as a sole-proprietorship independent registered investment adviser focused on serving individual and family clients. The firm is owned and managed by William D Hughes and bills on a percentage-of-AUM basis. Its primary regulatory registration year is not shown in the available data. Core business and advisory activities combine accounting services with portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and does not present as a multi-state or pension consulting adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities61%
- Cash & Cash Equivalents39%
Contacts
1 of 1William Hughes
OwnerCRD 2894590
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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