H Financial Management

RIASEC RegisteredEst. 2009
Total AUM
$622M
Discretionary
$570M
92% of AUM
Avg account
$371K
Accounts
1,678
Employees
6
Advisory reps
6

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

FINTRX

Overview

H Financial Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2009. The firm provides fee-based financial planning and portfolio management to individuals, families and institutional clients, including small businesses and larger business or institutional portfolios. Its billing arrangements include percentage-of-assets, hourly charges and fixed fees. The adviser does not describe itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 79%, Exchange Traded Equities 9%, Cash & Cash Equivalents 8%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%79%
  • Public Funds/Mutual Funds79%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents8%
  • US Government Bonds2%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Garrett Hoge

    Garrett Hoge

    President and CEOCRD 1185035

  • Kent Aloia

    Kent Aloia

    Chief Compliance OfficerCRD 5415643

Contacts

3 of 4
  • Jeffrey Karns

    Jeffrey Karns

    Wealth StrategistCRD 5151328

  • Jessica Lee

    Wealth AdvisorCRD 2764173

  • Amanda Booth

    Client ManagerCRD 6199841

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 37

Active vs passive

$175M in ETFs

Passive

99%

$174M

Active

0%

$1.2M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 1000 ETF (IWB)BlackRockPassiveLarge Blend$45.7M111,48626.04%
Unlock additional holdings →

Location

Primary office

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

Similar firms

Grant Street Asset Management Inc

RIA

Canonsburg, PA

AUM $769MTEAM 16REPS 8

Santori & Peters

RIA

Canonsburg, PA

AUM $433MTEAM 5REPS 4

Wyze Wealth Advisors, LLC

RIA

Canonsburg, PA

AUM $265MTEAM 5REPS 4

Braun-Bostich & Associates Inc.

RIA

Canonsburg, PA

AUM $250MTEAM 7REPS 4

Networth Advisors, LLC

RIA

Canonsburg, PA

AUM $185MTEAM 12REPS 6

Main Advisory, Inc.

RIA

Canonsburg, PA

AUM $163MTEAM 4REPS 2
More RIAs in Canonsburg →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth