Hodge Financial Services LLC

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Assets, Funds, Holdings

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Hodge Financial Services LLC
CRD #127213
SEC #801-70530
CIK #
AUM $164.7 MM (2024-03-27)
Employees 1 (100% Investors, 0% Brokers)
Phone800-552-2001
Address573 Chesterfield Road
Hinsdale, NH 03451
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402008201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 39 7.2
(b) Individuals (high net worth individuals) 4 87.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 58.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 2 11.2
(n) Other 0 0.0
Total 46 164.7
By Discretionary
Discretionary 46 164.7
Non-Discretionary 0 0.0
Total 46 164.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 164.7
Total 46 164.7
Comparable Firms State AUM ($BB)
Bravias Capital Group LLC
NJ 0.2
Lobnek Wealth Management Inc
0.2
McCartney Wealth Management LLC
MO 0.2
Jaykay Wealth Advisors Inc
TX 0.2
Coastwise Capital Group LLC
CA 0.2
Klein Pavlis & Peasley Financial Inc
CA 0.2
Financially Speaking Inc
CO 0.2
WH CornerStone Investments Inc
MA 0.2
Enspyre Wealth Advisors Inc
MN 0.2
Dale Buckner Inc
TX 0.2
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