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Home > Retirement Planners > texas > the woodlands > HFG WEALTH MANAGEMENT, LLC
HFG WEALTH MANAGEMENT, LLC
1790 Hughes Landing, Suite 575
The Woodlands, Texas 77380
Tel: 832-585-0110
About HFG WEALTH MANAGEMENT, LLC
HFG WEALTH MANAGEMENT, LLC, formally registered with the SEC as HFG WEALTH MANAGEMENT, LLC. The firm was established in 11/28/2008. They have over 3 offices throughout the country.
HFG WEALTH MANAGEMENT, LLC is a The Woodlands, Texas based Financial Planning firm with nearly $406,119,064 assets under management, offering retirement planning & investment advisory services to 1386 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148406 |
| SEC# | 801-69751 |
| Assets Managed by Firm | $406,119,064 |
| No. of Clients | 1386 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1386 | $406,119,064 |
| Individuals (other than high net worth individuals) | 689 | $81,794,386 |
| High net worth individuals | 678 | $318,990,230 |
| Pension and profit sharing plans | 1 | $73,310 |
| Charitable organizations | 9 | $1,679,136 |
| Corporations or other businesses | 9 | $3,582,002 |
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