|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Hughes Financial Services LLC
✚
|
|
|---|---|
| CRD # | 173195 |
| SEC # | 801-80866 |
| CIK # | 0002054465 |
| AUM | $616.4 M (2025-07-07) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 703-669-3660 |
| Address | 2201 Cooperative Way Herndon, VA 20171 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 527 | 174.8 |
| (b) Individuals (high net worth individuals) | 243 | 441.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,110 | 616.4 |
| By Discretionary | ||
| Discretionary | 2,084 | 605.9 |
| Non-Discretionary | 26 | 10.4 |
| Total | 2,110 | 616.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 616.4 | |
| Total | 2,110 | 616.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002054465] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Independent Family Office LLC
✚
|
NY | 0.6 |
|
Saxon Interests Inc
✚
|
TX | 0.6 |
|
Oak Grove Capital LLC
✚
|
0.6 | |
|
Beck Bode LLC
✚
|
MA | 0.6 |
|
Bryant Woods Investment Advisors LLC
✚
|
NY | 0.6 |
|
Bond & Devick Financial Network Inc
✚
|
MN | 0.6 |
|
Fortress Wealth Planning LLC
✚
|
FL | 0.6 |
|
ABS Legacy Partners LLC
✚
|
NC | 0.6 |
|
Clarity Capital KCPS Ltd
✚
|
0.6 | |
|
Lifelong Wealth Advisors Inc
✚
|
MN | 0.6 |