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Ellicott City, Maryland
$166.2 million AUM
1 office

Hwa Financial Group is based in Ellicott City, Maryland and has $166.2 million in assets under management.

Location
3448 Ellicott Center Drive, Suite 101
Ellicott City, MD 21043
$166.2 million
AUM
3
Employees
AUM Share
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$166,183,894
Assets under management
363 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 65 $19,351,002 12% $297,708
High net worth individuals 38 $128,864,323 78% $3,391,166
Charitable organizations 6 $17,213,379 10% $2,868,896
Other corporations or businesses 1 $755,190 0% $755,190
Employees Share
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3
Employees
2
Investment analysts
67% of total employees
AUM per employee Share
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$166,183,894
Assets under management
$55,394,631
AUM per employee
$83,091,947
AUM per investment analyst
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Compensation

Hwa Financial Group makes money through the following ways:

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

Hwa Financial Group provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Consulting
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 120,745
SEC number 801-113612
Legal structure Corporation
Legal governance Maryland, United States
Latest ADV filing date March 30, 2020

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