HHL WEALTH ADVISORS INC.

RIASEC Registered

Total AUM

$459K

Discretionary

$368K

80% of AUM

Avg account

$17.6K

Accounts

Employees

Advisory reps

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 a corporate, independently operated registered investment adviser owned by an individual. The firm serves individual and family clients and bills on a mix of percentage-of-assets and fixed-fee arrangements. Core service offerings include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and educational seminars or workshops. HHL describes itself as an active ESG investor and lists an accountant among its industry affiliations. It is not structured as a capital allocator and does not operate across multiple states.