HHL Wealth Advisors Inc.

RIASEC Registered
Total AUM
$459K
Discretionary
$368K
80% of AUM
Avg account
$17.6K
Accounts
26
Employees
2
Advisory reps
2

Firm details

Headquarters
Flushing, New York
CRD number
327649
Custodians
ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC, JOHN HANCOCK DISTRIBUTORS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI55.6%
  • Individuals44.4%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

HHL Wealth Advisors Inc. is an independent, privately owned registered investment adviser organized as a corporation that concentrates on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, extends portfolio services to businesses or institutions, and offers pension consulting and educational workshops. It reports being an active ESG investor and operates under an owner-type classified as an individual. Fee arrangements combine a percentage-of-assets model with fixed-fee engagements. HHL is not positioned as a capital allocator; instead, it relies on third-party managers for alternative strategies and maintains an industry affiliation with accounting professionals. The firm is not registered as a multi-state adviser.

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: Exchange Traded Equities 67%, Cash & Cash Equivalents 13%, Public Funds/Mutual Funds 11%, US Government Bonds 4%, State & Local Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%67%
  • Exchange Traded Equities67%
  • Cash & Cash Equivalents13%
  • Public Funds/Mutual Funds11%
  • US Government Bonds4%
  • State & Local Bonds1%

Contacts

2 of 2
  • Cheng Luo

    Founding PartnerCRD 6678417

  • Congzhu Yang

    Congzhu Yang

    Financial PlannerCRD 7792695

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Flushing, NY

Queens

Location

Flushing, NY

Headquartered in Flushing, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Queens
Address
3808 Union St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth