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| Hughes Financial Services LLC
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|
|---|---|
| CRD # | 173195 |
| SEC # | 801-80866 |
| CIK # | |
| AUM | $399.8 MM (2023-03-16) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 703-669-3660 |
| Address | 2201 Cooperative Way Herndon, VA 20171 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 141.2 |
| (b) Individuals (high net worth individuals) | 160 | 258.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,740 | 399.8 |
| By Discretionary | ||
| Discretionary | 1,709 | 391.5 |
| Non-Discretionary | 31 | 8.2 |
| Total | 1,740 | 399.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 399.8 | |
| Total | 1,740 | 399.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
James R Martin Consulting Inc DBA JRM Capital Management
✚
|
WA | 0.4 |
|
Thayer Partners LLC
✚
|
PA | 0.4 |
|
Integra Global Advisors LLC
✚
|
CT | 0.4 |
|
Resurgent Financial Advisors LLC
✚
|
GA | 0.4 |
|
Family Office Research LLC
✚
|
MD | 0.4 |
|
Monument Capital Management LLC
✚
|
VA | 0.4 |
|
Clear Rock Advisors LLC
✚
|
TX | 0.4 |
|
Little House Capital LLC
✚
|
MA | 0.4 |
|
Gradient Securities LLC
✚
|
MN | 0.4 |
|
Trinity Financial Advisors LLC
✚
|
OH | 0.4 |