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⚲
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| Hopwood Financial Services Inc
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|
|
|---|---|
| CRD # | 127927 |
| SEC # | 801-62268 |
| CIK # | 0002023166 |
| AUM | $666.6 M (2025-06-11) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 703-787-0008 |
| Address | 10740 Parkridge Blvd Reston, VA 20191 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Exxon Mobil Corp | 5.1 | |
| Microsoft Corp | 3.1 | |
| Apple Inc | 1.5 | |
| J P Morgan Chase & Co | 1.2 | |
| Lowes Companies Inc | 1.0 | |
| Illinois Tool Works Inc | 1.0 | |
| Procter & Gamble Co | 0.9 | |
| Alphabet Inc | 0.9 | |
| United Technologies Corp /DE/ | 0.9 | |
| Johnson & Johnson | 0.8 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 42.2 |
| (b) Individuals (high net worth individuals) | 159 | 614.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 9.3 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,029 | 666.6 |
| By Discretionary | ||
| Discretionary | 1,029 | 666.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,029 | 666.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.6 | |
| Total | 1,029 | 666.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002023166] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peninsula Wealth LLC
✚
|
CA | 0.7 |
|
SSA Swiss Advisors AG
✚
|
0.7 | |
|
Whelan Financial
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|
CA | 0.7 |
|
Financial Directions LLC
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|
AZ | 0.7 |
|
PAVE Investment Advisors LLC
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|
NY | 0.7 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.7 |
|
BCM Advisors LLC
✚
|
LA | 0.7 |
|
Drucker Wealth 30 LLC
✚
|
0.7 | |
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.7 |
|
Invex Advisors LLC
✚
|
FL | 0.7 |