HG Tailored Financial Services

RIAState Registered
Total AUM
$79.3M
Discretionary
$79.3M
100% of AUM
Avg account
$164K
Accounts
484
Employees
2
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
317598
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals67.7%
  • HNWI32.3%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

HG Tailored Financial Services is an independent, state-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its revenue model combines an asset-based fee and hourly charges. HG Tailored maintains an industry affiliation with an insurance company and is registered to do business in Louisiana, North Carolina, and Texas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Public Funds/Mutual Funds 77%, Other 9%, Exchange Traded Equities 8%, Cash & Cash Equivalents 6%77%
  • Public Funds/Mutual Funds77%
  • Other9%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents6%

Owners & executives

1 of 1
  • Henri Glover

    Henri Glover

    Founder and CEOCRD 4507460

Contacts

1 of 1
  • Patrick Pope

    Patrick Pope

    Financial PlannerCRD 6343184

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
14180 Dallas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth