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HFM INVESTMENT ADVISORS, LLC
102 West High Street
Suite 200
Glassboro, New Jersey 08028
Tel: 856-232-2270
About HFM INVESTMENT ADVISORS, LLC
HFM INVESTMENT ADVISORS, LLC, formally registered with the SEC as HFM INVESTMENT ADVISORS, LLC. The firm was established in 04/14/2021. They have over 1 offices throughout the country.
HFM INVESTMENT ADVISORS, LLC is a Glassboro, New Jersey based Financial Planning firm with nearly $261,201,083 assets under management, offering retirement planning & investment advisory services to 1228 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 289103 |
| SEC# | 801-120796 |
| Assets Managed by Firm | $261,201,083 |
| No. of Clients | 1228 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (SOLICITOR FEES)
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 | 1228 | $261,201,083 |
| Individuals (other than high net worth individuals) | 492 | $94,610,819 |
| High net worth individuals | 54 | $113,204,746 |
| Pension and profit sharing plans | 20 | $51,881,642 |
| Corporations or other businesses | 3 | $1,503,876 |
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