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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-07-2014
- Office Locations
- 1
Office Locations
About Hegdahl Investment Management, LLC
Hegdahl Investment Management is an independent, fiduciary RIA in Seattle providing portfolio management and broader financial planning aimed at simplifying clients’ financial lives. The firm emphasizes objective advocacy, allocating primarily through public funds and ETFs. Led by founder/principal Paul Hegdahl (CFA, UW MBA) with experience at Goldman Sachs, Bank of America Merrill Lynch, and Amazon, and custodies client assets at Charles Schwab.
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Investment Themes
Investment Vehicles
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Owner & Executives
PAUL J HEGDAHL
Chief Executive Officer, PRINCIPAL
- CRD
- #5172836
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,835,662 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,835,662 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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