HRC WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- MOSCOW, Idaho
- CRD number
- 117212
- Registered since
- November 2, 2015
- Website
- haydenross.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.62%
- Individuals34.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
HRC Wealth Management, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2015. The firm serves individual and family clients (and small-business portfolios) using a percentage-of-assets fee model. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. HRC does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The firm lists an industry affiliation with accounting professionals and appears to rely on third-party managers rather than running proprietary alternative vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents5%
Contacts
3 of 7CADE KONEN
PartnerCRD 4554129
CHRISTOPHER WALKER
Wealth Management AdvisorCRD 5628091
ERIC KIBLEN
Wealth Management AdvisorCRD 4125488
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$201M in ETFs
91%
$182M
<1%
$18.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP GROWTH ETF (SCHG) | Schwab | Passive | Large Growth | $65.5M | 2,249,354 | 32.63% |
Location
MOSCOW, ID
LATAH
Location
MOSCOW, ID
Headquartered in MOSCOW, ID, anchoring the Pullman-Moscow, WA-ID metro in the West.
- Metro area
- Pullman-Moscow, WA-ID
- Region
- West
- County
- LATAH
- Address
- 315 S Almon St
- Time zone
- MT (UTC-7)
- Office locations
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