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| Hopwood Financial Services Inc
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|---|---|
| CRD # | 127927 |
| SEC # | 801-62268 |
| CIK # | 0002023166 |
| AUM | 750.3 M (2026-03-27) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 703-787-0008 |
| Address | 10740 Parkridge Blvd Reston, VA 20191 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.3 | ||
| Apple Inc | 1.8 | ||
| Alphabet Inc | 1.5 | ||
| Johnson & Johnson | 1.2 | ||
| United Technologies Corp /DE/ | 1.1 | ||
| J P Morgan Chase & Co | 1.0 | ||
| Lowes Companies Inc | 1.0 | ||
| Illinois Tool Works Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 43.5 |
| (b) Individuals (high net worth individuals) | 169 | 695.9 |
| (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 | 2 | 7.0 |
| (h) Charitable organizations | 1 | 1.2 |
| (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 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 750.3 |
| By Discretionary | ||
| Discretionary | 1,068 | 750.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,068 | 750.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 750.3 | |
| Total | 1,068 | 750.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002023166] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 8 |
| Serves | Institutional, Retail |
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|---|---|---|
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Flagship Wealth Advisors LLC
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