Financehq LLC

Overview

Financehq LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2023. The firm focuses on advising individual and family clients and positions itself as a capital allocator that selects and allocates to outside managers rather than running an exclusively in-house product shelf. Its advisory model includes the selection of other advisers, and its billing is based on subscription and fixed-fee arrangements. The dataset indicates the firm is not an active ESG investor, is not a multi-state adviser, and is not designated as a related adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices