|
⚲
|
| H&H Retirement Design and Management Inc
✚
|
|
|---|---|
| CRD # | 171750 |
| SEC # | 801-114697 |
| CIK # | 0001802635 |
| AUM | $230.0 MM (2024-08-13) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 702-470-2660 |
| Address | 1980 Festival Plaza Drive Las Vegas, NV 89135 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GOOGL | 1,475,138.5 | 1.3 | |
| AMZN | 1,092,997.8 | 1.3 | |
| MSFT | 1,918,222.4 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 34.3 |
| (b) Individuals (high net worth individuals) | 60 | 195.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 555 | 230.0 |
| By Discretionary | ||
| Discretionary | 494 | 197.2 |
| Non-Discretionary | 61 | 32.9 |
| Total | 555 | 230.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 230.0 | |
| Total | 555 | 230.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802635] |
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|---|---|---|
|
Sandeep Varma Wealth Strategies LLC
✚
|
CA | 0.2 |
|
GER Loftin Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Claris Financial LLC
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VA | 0.2 |
|
Mattia and Associates LLC
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FL | 0.2 |
|
LPFG LLC
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|
OH | 0.2 |
|
Capital Market Strategies LLC
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|
FL | 0.2 |
|
Gunderson Capital Management
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|
SC | 0.2 |
|
JFR Financial Services Inc
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|
MI | 0.2 |
|
HD Money Inc
✚
|
FL | 0.2 |
|
First Financial Advisory Services Inc
✚
|
RI | 0.2 |