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Building 2HFG ADVISORS, INC.

Map pinKENNEWICK, WA
Phone509-735-7507
NotebookSEC #801-123046
Total AUM
$113.4M
Employees
7
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8131 W. GRANDRIDGE BLVD
SUITE 1
KENNEWICK
WA 99336
United States
Operating Hours
8 - 5
Monday - Friday
Phone
509-735-7507
Other Offices
2

ReceiptFinancials

Total AUM
$113.4M
Accounts
362
Discretionary
$113.2M
Accounts
358
Non-Discretionary
$244K
Accounts
4

ContactClients

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Individual Clients
100
AUM
$34M
HNW Individual Clients
33
AUM
$79M
Charitable Organization Clients
1
AUM
$432.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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