HODGE FINANCIAL SERVICES, LLC

573 Chesterfield Road
Hinsdale, New Hampshire 03451
Tel: 800-552-2001

About HODGE FINANCIAL SERVICES, LLC

HODGE FINANCIAL SERVICES, LLC, formally registered with the SEC as HODGE FINANCIAL SERVICES, LLC. The firm was established in 09/10/2009. They have over 1 offices throughout the country.

HODGE FINANCIAL SERVICES, LLC is a Hinsdale, New Hampshire based Financial Planning firm with nearly $164,714,663 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127213
SEC#	801-70530
Assets Managed by Firm	$164,714,663
No. of Clients	46
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Market timing services

Firm Client Information

	No. of Clients	AUM
Firm Total	46	$164,714,663
Individuals (other than high net worth individuals)	39	$7,223,851
High net worth individuals	4	$87,338,011
Charitable organizations	1	$58,912,754
Corporations or other businesses	2	$11,240,047

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