10740 Parkridge Blvd.
Suite 150
Reston, Virginia 20191
Tel: 703-787-0008
HOPWOOD FINANCIAL SERVICES, INC, formally registered with the SEC as HOPWOOD FINANCIAL SERVICES, INC. The firm was established in 08/12/2003. They have over 7 offices throughout the country.
HOPWOOD FINANCIAL SERVICES, INC. is a Reston, Virginia based Financial Planning firm with nearly $548,072,602 assets under management, offering retirement planning & investment advisory services to 949 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 127927 |
SEC# | 801-62268 |
Assets Managed by Firm | $548,072,602 |
No. of Clients | 949 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 949 | $548,072,602 |
Individuals (other than high net worth individuals) | 117 | $49,724,851 |
High net worth individuals | 142 | $489,996,144 |
Pension and profit sharing plans | 5 | $7,434,521 |
Charitable organizations | Fewer than 5 clients | $917,086 |
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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