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HSC WEALTH ADVISORS
1563 Crossings Centre Drive
Suite 100
Forest, Virginia 24551-4744
Tel: 434-316-9356
About HSC WEALTH ADVISORS
HSC WEALTH ADVISORS, formally registered with the SEC as HSC WEALTH ADVISORS. The firm was established in 03/16/1984. They have over 1 offices throughout the country.
HSC WEALTH ADVISORS is a Forest, Virginia based Financial Planning firm with nearly $410,029,787 assets under management, offering retirement planning & investment advisory services to 1809 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105103 |
| SEC# | 801-20812 |
| Assets Managed by Firm | $410,029,787 |
| No. of Clients | 1809 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1809 | $410,029,787 |
| Individuals (other than high net worth individuals) | 206 | $89,037,588 |
| High net worth individuals | 168 | $293,986,174 |
| Pension and profit sharing plans | 69 | $26,115,576 |
| Charitable organizations | 16 | $890,449 |
More Retirement Planning firms in Forest, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
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