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Building 2HFM INVESTMENT ADVISORS, INC.

Map pin
Phone302-234-9777
NotebookSEC #801-111727
Total AUM
$493.1M
Employees
2
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30A.M.-5:00P.M.
Monday - Friday
Phone
302-234-9777
Other Offices
1

ReceiptFinancials

Total AUM
$493.1M
Accounts
589
Discretionary
$493.1M
Accounts
589
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
91
AUM
$102M
HNW Individual Clients
127
AUM
$381.9M
Pension/Profit Sharing Plan Clients
2
AUM
$9.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMAMDNCNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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