HFM WEALTH MANAGEMENT - Financial Advisor in Connecticut, West Hartford

Tel: 860-241-0028 65 Lasalle Road Ste 307 West Hartford, Connecticut 06107

About HFM WEALTH MANAGEMENT

HFM WEALTH MANAGEMENT is a West Hartford, Connecticut based financial advisory firm with nearly $712,971,742 in assets under management and provides investment advisory services for 186 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

105039

Firm SEC#:

801-33701

Assets Under Management:

$712,971,742

No. of Clients:

186

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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