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Home > Retirement Planners > pennsylvania > canonsburg > H FINANCIAL MANAGEMENT
H FINANCIAL MANAGEMENT
400 Southpointe Blvd.
Plaza One, Suite 420
Canonsburg, Pennsylvania 15317
Tel: 724-745-9406
About H FINANCIAL MANAGEMENT
H FINANCIAL MANAGEMENT, formally registered with the SEC as H FINANCIAL MANAGEMENT. The firm was established in 02/20/2009. They have over 1 offices throughout the country.
H FINANCIAL MANAGEMENT is a Canonsburg, Pennsylvania based Financial Planning firm with nearly $533,769,756 assets under management, offering retirement planning & investment advisory services to 1589 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148209 |
| SEC# | 801-69665 |
| Assets Managed by Firm | $533,769,756 |
| No. of Clients | 1589 |
| 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 | 1589 | $533,769,756 |
| Individuals (other than high net worth individuals) | 325 | $90,773,772 |
| High net worth individuals | 208 | $383,279,153 |
| Pension and profit sharing plans | 8 | $59,112,865 |
| Charitable organizations | 2 | $603,966 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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