Hedges Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 313637
- Registered since
- May 4, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.02%
- Pension & Profit Sharing Plans0.98%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hedges Asset Management LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2021. The firm is owner-operated and charges clients a percentage of assets under management. Its client mix includes individuals, families and some institutional relationships, with explicit advisory activity focused on portfolio management for individuals and small businesses. Hedges does not identify as an active ESG investor, does not describe itself as a multi-state adviser, and does not function as a capital allocator to third-party alternative managers.
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
- Exchange Traded Equities86%
- US Government Bonds8%
- Cash & Cash Equivalents5%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1William Hedges
Managing Member And Chief Compliance OfficerCRD 1031636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$17.7M in ETFs
95%
$16.8M
4%
$886K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES SHORT QQQ (PSQ) | ProShares | Passive | Trading Inverse Equity | $3.8M | 152,200 | 21.53% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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