Hegdahl Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 169043
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.98%
- Individuals22.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hegdahl Investment Management, LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm advises both individual and family clients as well as institutional accounts, offering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee model combines a percentage-of-AUM component with fixed-fee arrangements. The firm does not identify itself as an active ESG investor and is not listed as a capital allocator.
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 Funds84%
- Exchange Traded Equities16%
Contacts
2 of 2
Paul Hegdahl
PrincipalCRD 5172836
Myles Brady
Vice PresidentCRD 8348158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations