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| Happy Holidays!! thanks for using AUM13F!! |
| HFM Investment Advisors LLC
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| CRD # | 289103 |
| SEC # | 801-120796 |
| CIK # | 0002067972 |
| AUM | $329.3 M (2025-05-01) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 856-232-2270 |
| Address | 102 West High Street Glassboro, NJ 08028 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 0.9 | ||
| Cisco Systems Inc | 0.7 | ||
| General Electric Co | 0.6 | ||
| Rockwell Automation Inc | 0.5 | ||
| 3M Co | 0.5 | ||
| International Business Machines Corp | 0.5 | ||
| Exxon Mobil Corp | 0.5 | ||
| Constellation Energy Corp | 0.3 | ||
| GE Vernova Inc | 0.3 | ||
| Tesla Motors Inc | 0.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 414 | 86.0 |
| (b) Individuals (high net worth individuals) | 65 | 132.1 |
| (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 | 45 | 111.0 |
| (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 | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,171 | 329.3 |
| By Discretionary | ||
| Discretionary | 1,171 | 329.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,171 | 329.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.3 | |
| Total | 1,171 | 329.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002067972] |
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