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Home > Retirement Planners > virginia > reston > HOPWOOD FINANCIAL SERVICES, INC.
HOPWOOD FINANCIAL SERVICES, INC.
10740 Parkridge Blvd.
Suite 150
Reston, Virginia 20191
Tel: 703-787-0008
About HOPWOOD FINANCIAL SERVICES, INC.
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.
Firm Information
| 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 |
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 | 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 |
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