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⚲
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| HFG Advisors Inc
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|
|
|---|---|
| CRD # | 282027 |
| SEC # | 801-111082 |
| CIK # | 0001911087 |
| AUM | $250.2 MM (2024-03-16) |
| Employees | 10 (50% Investors, 70% Brokers) |
| Phone | 513-891-5300 |
| Address | 7355 E Kemper Road Cincinnati, OH 45249 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PG | 338,108.9 | 2.8 | |
| 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) | 208 | 44.9 |
| (b) Individuals (high net worth individuals) | 161 | 215.2 |
| (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 | 2.8 |
| (h) Charitable organizations | 0 | 1.1 |
| (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 | 6 | 7.8 |
| (n) Other | 0 | 0.0 |
| Total | 603 | 271.8 |
| By Discretionary | ||
| Discretionary | 603 | 271.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 603 | 271.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.8 | |
| Total | 603 | 271.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001911087] |
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