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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- PrimeOptima +more
- Established Date
- 06-07-1999
- Office Locations
- 1
Office Locations
About HF Advisory Services, LLC
HF Advisory Group is a boutique firm serving families, individuals, and business owners in the BaltimoreWashington metro area, providing comprehensive financial planning and investment management focused on building and sustaining a comfortable retirement. The team emphasizes aligning portfolios to each clients risk tolerance, and offers a client portal through eMoney plus an online risk assessment (Nitrogen/Riskalyze) to support ongoing planning and account aggregation.
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Owner & Executives
SIEGFRIED R HUHN
Financial Advisor at Morgan Stanley, Owner
- CRD
- #1631041
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,783,591 | -- |
| Total | $20,783,591 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,783,591
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $752,743,382 | 27.8% |
| Cash | $576,742,231 | 21.3% |
| Other | $663,388,951 | 24.5% |
| Equity - Exchange | $714,835,442 | 26.4% |
| Total | $2,707,710,006 | 100.0% |