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Hodge Financial Services LLC
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CRD # | 127213 |
SEC # | 801-70530 |
CIK # | |
AUM | $164.7 MM (2024-03-27) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 800-552-2001 |
Address | 573 Chesterfield Road Hinsdale, NH 03451 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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
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|
0.2 | |
McCartney Wealth Management LLC
✚
|
MO | 0.2 |
Jaykay Wealth Advisors Inc
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|
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 |