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Home > Retirement Planners > florida > sarasota > HD MONEY, INC.
HD MONEY, INC.
3322 Bee Ridge Road
Suite 200
Sarasota, Florida 34239
Tel: 941-925-2121
About HD MONEY, INC.
HD MONEY, INC, formally registered with the SEC as HD MONEY, INC. The firm was established in 05/31/2022. They have over 3 offices throughout the country.
HD MONEY, INC. is a Sarasota, Florida based Financial Planning firm with nearly $225,890,000 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167623 |
| SEC# | 801-125764 |
| Assets Managed by Firm | $225,890,000 |
| No. of Clients | 817 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 817 | $225,890,000 |
| High net worth individuals | 370 | $225,890,000 |
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