HUNGERFORD FINANCIAL LLC

2910 Lucerne Drive Se
Grand Rapids, Michigan 49546
Tel: 616-302-1558

About HUNGERFORD FINANCIAL LLC

HUNGERFORD FINANCIAL LLC, formally registered with the SEC as HUNGERFORD FINANCIAL LLC. The firm was established in 01/30/2019. They have over 1 offices throughout the country.

HUNGERFORD FINANCIAL LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $308,819,845 assets under management, offering retirement planning & investment advisory services to 770 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	249789
SEC#	801-114535
Assets Managed by Firm	$308,819,845
No. of Clients	770
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	770	$308,819,845
Individuals (other than high net worth individuals)	133	$25,903,202
High net worth individuals	94	$178,716,000
Pension and profit sharing plans	19	$21,012,519
Charitable organizations	27	$81,148,302
Corporations or other businesses	4	$2,039,822

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