H
CRD: 158768
H&c Financial Services LLC
Glendale, NY
9177144358
$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
0 Employees
56 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Hsbc
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
-- Glendale NY
About H&c Financial Services LLC
H&c Financial Services LLC is a Glendale-based RIA. The firm has been operating for 15 years. Managing $4.9M in total assets under management, They custody assets with Hsbc. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$87.5K AVG AUM / CLIENT
15.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
North Ember radial Frontier glacier Insight
Investment Themes
Atlas Eagle
Investment Vehicles
Pathway prime
Services
Vital Beacon atlas Timber Bridge Quantum Fusion
Owner & Executives
HOWARD CHAN
INVESTMENT ADVISOR
- CRD
- --
- Ownership
- 75% or more
(429) 769-3628
eagle.beacon@pathwaycapital.com
in linkedin.com/in/legacy-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,897,522 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,897,522 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,897,522
Equity - Exchange:
32.0% Corporate - Investment Grade:
14.4% Cash:
31.2% Municipal Bonds:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,120,471,528 | 32.0% |
| Corporate - Investment Grade | $954,212,188 | 14.4% |
| Cash | $2,067,459,740 | 31.2% |
| Municipal Bonds | $1,484,330,069 | 22.4% |
| Total | $6,626,473,525 | 100.0% |