H&M Financial Advisors

Overview

H&M Financial Advisors is organized as a limited liability company and is owned by an individual. The firm functions as a capital allocator and provides fee-based advisory services using a mix of percentage-of-AUM and fixed-fee billing. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. FINTRX indicates the firm is not an active ESG investor and is not registered as a multi-state adviser. An industry affiliation with an accountant is also noted.

Assets & Accounts

Investments & Alternatives