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Building 2HFM INVESTMENT ADVISORS, LLC

Map pinGLASSBORO, NJ
Phone856-232-2270
NotebookSEC #801-120796
Total AUM
$404.1M
Employees
5
Clients
580

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
102 WEST HIGH STREET
SUITE 200
GLASSBORO
NJ 08028
United States
Operating Hours
8:00 AM - 5:30 PM
Monday - Friday
Phone
856-232-2270

ReceiptFinancials

Total AUM
$404.1M
Accounts
1,286
Discretionary
$404.1M
Accounts
1,286
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
450
AUM
$105.3M
HNW Individual Clients
82
AUM
$169M
Pension/Profit Sharing Plan Clients
45
AUM
$129.3M
Corporation or Business Clients
3
AUM
$479K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CODEFLNJPASCTXVA

HandshakeAffiliates

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

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