Hygge Advisors, LLC

RIASEC Registered

Total AUM

$23.5M

Discretionary

$20.3M

87% of AUM

Avg account

$247K

Accounts

Employees

Advisory reps

Firm details

Headquarters: St Petersburg, Florida
CRD number: 289980
Website: www.hyggeadvisors.com
Custodians: GOLDMAN SACHS CUSTODY SOLUTIONS, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI72.59%
Individuals27.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hygge Advisors, LLC is an independent, single-owner registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional accounts, selection of other advisers, pension consulting-related services listed on its filings, and educational seminars or workshops. Fee arrangements include percentage-of-assets and fixed-fee options. The firm does not identify itself as an active ESG investor.