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| Happy Holidays!! thanks for using AUM13F!! |
| HFR Wealth Management LLC
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|---|---|
| CRD # | 106913 |
| SEC # | 801-50326 |
| CIK # | 0001877822 |
| AUM | $574.0 M (2025-06-30) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 518-346-8189 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amphenol Corp /DE/ | 22.9 | ||
| Cintas Corp | 22.2 | ||
| Amazon Com Inc | 21.3 | ||
| Costco Wholesale Corp /NEW | 18.6 | ||
| Intuit Inc | 18.5 | ||
| Apple Inc | 18.4 | ||
| TJX Companies Inc /DE/ | 17.4 | ||
| VISA Inc | 16.3 | ||
| Schwab Charles Corp | 16.0 | ||
| Rollins Inc | 15.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 74.6 |
| (b) Individuals (high net worth individuals) | 151 | 422.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 8 | 76.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 807 | 574.0 |
| By Discretionary | ||
| Discretionary | 807 | 574.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 807 | 574.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.0 | |
| Total | 807 | 574.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001877822] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The H Group Inc
✚
|
OR | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
McGowan & Co LLP
✚
|
PA | 0.6 |
|
Old Peak Finance LLC
✚
|
NC | 0.6 |
|
TCFG Investment Advisors LLC
✚
|
CA | 0.6 |
|
Woodward Financial Advisors Inc
✚
|
NC | 0.6 |
|
Caldwell Sutter Capital Inc
✚
|
CA | 0.6 |
|
Westover Capital Advisors LLC
✚
|
DE | 0.6 |
|
Neumann Capital Management LLC
✚
|
CA | 0.6 |
|
West Advisors Incorporated
✚
|
0.6 |