HF ADVISORY GROUP, LLC

166 Defense Highway
Suite 102
Annapolis, Maryland 21401
Tel: (410)-571-1415

About HF ADVISORY GROUP, LLC

HF ADVISORY GROUP, LLC, formally registered with the SEC as HF ADVISORY GROUP, LLC. The firm was established in 05/31/2022. They have over 3 offices throughout the country.

HF ADVISORY GROUP, LLC is a Annapolis, Maryland based Financial Planning firm with nearly $135,566,347 assets under management, offering retirement planning & investment advisory services to 730 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309051
SEC#	801-125758
Assets Managed by Firm	$135,566,347
No. of Clients	730
No. of Advisors	4

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	730	$135,566,347
Individuals (other than high net worth individuals)	298	$74,173,657
High net worth individuals	23	$61,026,199
Corporations or other businesses	2	$366,491

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