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 RIA organized as an LLC that has been SEC registered since 2009. The firm serves both individuals and families as well as institutional clients, offering financial planning and discretionary and nondiscretionary portfolio management for individuals, small businesses, and institutions. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, does not operate as a capital allocator, and is not presented as a multi-state adviser in the summarized filing data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$176M in ETFs
99%
$175M
0%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF (IWB) | BlackRock | Passive | Large Blend | $46.8M | 112,584 | 26.62% |
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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