HUNGERFORD FINANCIAL LLC

RIASEC RegisteredEst. 2019

Total AUM

$492M

Discretionary

$457M

93% of AUM

Avg account

$464K

Accounts

1,061

Employees

Advisory reps

Firm details

Headquarters: GRAND RAPIDS, Michigan
CRD number: 249789
Registered since: January 30, 2019
Website: hungerfordfinancial.com
Custodians: SCHWAB CHARITABLE, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI58.86%
Charitable Organizations18.79%
Individuals14.52%
Pension & Profit Sharing Plans7.2%
Corporations / Businesses0.63%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hungerford Financial LLC is an SEC-registered advisory firm organized as an LLC and operating since 2019. The firm serves both individual/family and institutional clients and functions as a capital allocator, selecting third-party managers as part of its investment mix. Its advisory mandate covers financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements include both a percentage of assets under management and hourly billing. The firm is not identified as an active ESG investor and does not present itself as a multi-state or related adviser.