HFM WEALTH MANAGEMENT

65 Lasalle Road Ste 307
West Hartford, Connecticut 06107
Tel: 860-241-0028

About HFM WEALTH MANAGEMENT

HFM WEALTH MANAGEMENT, formally registered with the SEC as HFM WEALTH MANAGEMENT. The firm was established in 02/06/1989. They have over 1 offices throughout the country.

HFM WEALTH MANAGEMENT is a West Hartford, Connecticut based Financial Planning firm with nearly $712,971,742 assets under management, offering retirement planning & investment advisory services to 186 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105039
SEC#	801-33701
Assets Managed by Firm	$712,971,742
No. of Clients	186
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	186	$712,971,742
Individuals (other than high net worth individuals)	148	$180,933,971
High net worth individuals	29	$265,059,988
Pension and profit sharing plans	2	$6,849,061
Charitable organizations	3	$3,994,925
Corporations or other businesses	1	$993,866

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