|
⚲
|
| HFH Planning Inc
✚
|
|
|---|---|
| CRD # | 114046 |
| SEC # | 801-62326 |
| CIK # | |
| AUM | $173.6 M (2025-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 212-402-5444 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 30.5 |
| (b) Individuals (high net worth individuals) | 54 | 141.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 437 | 173.6 |
| By Discretionary | ||
| Discretionary | 437 | 173.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 437 | 173.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 172.0 | |
| Total | 437 | 173.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Southern Capital Services Inc
✚
|
AL | 0.2 |
|
Secfi Advisory Limited
✚
|
NY | 0.2 |
|
The Simmons Partnership Inc
✚
|
MD | 0.2 |
|
The Perspective Group LLC
✚
|
KS | 0.2 |
|
Friedenthal Financial LLC
✚
|
NJ | 0.2 |
|
D & P Investment Advisors Ltd
✚
|
RI | 0.2 |
|
Old Rock Asset Management LLC
✚
|
0.2 | |
|
Trueman Brown LLC
✚
|
IL | 0.2 |
|
Altamont Wealth Management Inc
✚
|
CA | 0.2 |
|
Wealthplans LLC
✚
|
MD | 0.2 |