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HFG Wealth Management, LLC
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The Woodlands, Texas
$370.8 million AUM
2 offices

HFG Wealth Management, LLC is based in The Woodlands, Texas and has $370.8 million in assets under management.

Location
1790 Hughes Landing,Suite 350
Two Hughes Landing
The Woodlands, TX 77380
$370.8 million
AUM
14
Employees
AUM Share
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$370,844,302
Assets under management
1,180 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 140 $38,632,259 10% $275,945
High net worth individuals 142 $329,294,013 89% $2,318,972
Pension and profit sharing plans 4 $2,918,030 1% $729,508
Employees Share
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14
Employees
5
Investment analysts
36% of total employees
AUM per employee Share
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$370,844,302
Assets under management
$26,488,879
AUM per employee
$74,168,860
AUM per investment analyst
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Compensation

HFG Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

HFG Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 148,406
SEC number 801-69751
Legal structure Limited Liability Company
Legal governance Texas, United States
Latest ADV filing date March 30, 2020

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