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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-23-2024
- Office Locations
- 1
Office Locations
About DW Huff Advisory
DW Huff Advisory is a Louisiana-registered, fee-only fiduciary RIA led by David Huff (CPA, PFS, MS-Tax) providing personal financial planning, portfolio construction, and tax-focused advice, including real estate investment considerations. The firm serves retail clients and primarily implements portfolios with ETFs/index funds and fixed income, meeting by appointment in person or via Zoom, with custody through firms such as Charles Schwab.
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Investment Themes
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Owner & Executives
DAVID WILLIAM HUFF
Chief Compliance Officer, Owner
- CRD
- #4423458
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,505,118 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,505,118 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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