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| HFG Wealth Management LLC
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|
|---|---|
| CRD # | 148406 |
| SEC # | 801-69751 |
| CIK # | |
| AUM | $403.8 MM (2023-03-30) |
| Employees | 12 (33% Investors, 0% Brokers) |
| Phone | 832-585-0110 |
| Address | 1790 Hughes Landing,Suite 350 The Woodlands, TX 77380 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 576 | 52.9 |
| (b) Individuals (high net worth individuals) | 777 | 335.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.7 |
| (h) Charitable organizations | 6 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 13.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,379 | 403.8 |
| By Discretionary | ||
| Discretionary | 1,379 | 403.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,379 | 403.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.8 | |
| Total | 1,379 | 403.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.4 |
|
Kandor Global Advisors LLC
✚
|
FL | 0.4 |
|
AIMZ Investment Advisors LLC
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|
CA | 0.4 |
|
Actium LLC
✚
|
MI | 0.4 |
|
Old Peak Finance LLC
✚
|
NC | 0.4 |
|
FMB Wealth Management
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|
CA | 0.4 |
|
Bray Capital Advisors LLC
✚
|
FL | 0.4 |
|
Searle & Co
✚
|
CT | 0.4 |
|
Wealth Planning Corp
✚
|
OH | 0.4 |
|
Planned Solutions Financial & Insurance Services Inc
✚
|
CA | 0.4 |