HFR Wealth Management, LLC

RIASEC RegisteredEst. 1995
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 independently owned limited liability company that has been registered with the SEC since 1995. The firm provides fee-based portfolio management primarily for individuals, families and small businesses, and also works with some institutional clients. Its advisory mandate centers on discretionary portfolio management, with fees billed as a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, US Government Bonds 19%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 1%73%
  • Exchange Traded Equities73%
  • US Government Bonds19%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents1%

Contacts

3 of 5

  • Herbert Reilly

    PresidentCRD 1717740

  • Herbert Reilly Iv

    Vice PresidentCRD 7374984

  • Christopher Hurley

    Business DevelopmentCRD 2869618

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2

Active vs passive

$622K in ETFs

Passive

100%

$622K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$398K5,16063.98%
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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth