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Building 2HFI WEALTH MANAGEMENT

Map pinSHEPHERDSTOWN, WV
Phone304-876-2619
NotebookSEC #801-62954
Total AUM
$375.4M
Employees
9
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8530 SHEPHERDSTOWN PIKE
SHEPHERDSTOWN
WV 25443
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
304-876-2619

ReceiptFinancials

Total AUM
$375.4M
Accounts
1,270
Discretionary
$303M
Accounts
1,233
Non-Discretionary
$72.4M
Accounts
37

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMDNCPATXVAWV

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

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