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 2 offices throughout the country.

HF ADVISORY GROUP, LLC is a Annapolis, Maryland based Financial Planning firm with nearly $250,387,823 assets under management, offering retirement planning & investment advisory services to 1063 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309051
SEC#	801-125758
Assets Managed by Firm	$250,387,823
No. of Clients	1063
No. of Advisors	6

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1063	$250,387,823
Individuals (other than high net worth individuals)	324	$91,794,840
High net worth individuals	78	$158,592,983

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