HFR Wealth Management, LLC

RIASEC Registered

Total AUM

$589M

Discretionary

$589M

100% of AUM

Avg account

$692K

Accounts

851

Employees

6

Advisory reps

5

Firm details

Headquarters: ,
CRD number: 106913
Registered since: October 6, 1995
Website: www.hfr.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI74.13%
Charitable Organizations13.29%
Individuals12.45%
Corporations / Businesses0.13%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

HFR Wealth Management, LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 1995. The firm provides fee-based portfolio management to individuals, families, small businesses and some institutional clients. Its advisory activity is centered on discretionary portfolio management and the firm reports a percentage-of-AUM fee model. Filings indicate it is not an active ESG investor and does not position itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities73%
US Government Bonds19%
Public Funds/Mutual Funds7%
Cash & Cash Equivalents1%

Contacts

3 of 5

Herbert Reilly
PresidentCRD 1717740
Christopher Hurley
Business DevelopmentCRD 2869618
Michael Reilly
Director of OperationsCRD 7374980

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$622K in ETFs

Passive

100%

$622K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)	BlackRock	Passive	Mid Cap Blend	$398K	5,160	63.98%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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