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 investment adviser organized as an LLC in 2019. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, including selection of third‑party managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support, and identifying other advisers for client relationships. Its fee arrangements combine a percentage of assets under management with hourly charges. The firm reports no active ESG investing program and notes industry affiliations that include a broker‑dealer, another investment adviser, accounting services, and an insurance company.