H Financial Management
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 148209
- Registered since
- February 20, 2009
- Website
- www.hfinancialmanagement.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.82%
- Individuals19.6%
- Pension & Profit Sharing Plans10.08%
- Charitable Organizations0.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
H Financial Management is an independent registered investment adviser organized as an LLC and on the SEC register since 2009. The firm serves individual and family clients as well as institutional and business accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify itself as an active ESG investor or a multi-state adviser. Advisory activities shown in filings focus on discretionary portfolio management alongside planning services rather than proprietary product manufacturing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities9%
- Cash & Cash Equivalents8%
- US Government Bonds2%
- State & Local Bonds1%
Owners & executives
2 of 2
Garrett Hoge
President and CEOCRD 1185035
Kent Aloia
Chief Compliance OfficerCRD 5415643
Contacts
3 of 4Jessica Lee
Wealth AdvisorCRD 2764173
Debra Parrish
OwnerCRD 4384995
Jeffrey Karns
Wealth StrategistCRD 5151328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$175M in ETFs
99%
$174M
0%
$1.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $45.7M | 111,486 | 26.04% |
Location
Canonsburg, PA
Washington
Location
Canonsburg, PA
Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 400 Southpointe Blvd
- Time zone
- ET (UTC-5)
- Office locations
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