This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Citibank · Tiaa · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2003
- Office Locations
- 1
Office Locations
About HFH Planning Inc.
HFH Planning Inc. is a New York-based registered investment adviser providing goal-based financial planning and portfolio management, starting with a review of clients’ current fiscal situation, cash use, and projections. The firm supports broader needs such as tax, estate, insurance, and charitable planning, and commonly uses ETFs and mutual funds in asset-allocation, risk-managed portfolios. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PETER DICKINSON MAY
Analyst, Secretary
- CRD
- #4999166
- Ownership
- 25% but less than 50%
GEORGE MARTIN POOLE
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5339881
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $206,110,519 | $453,988 |
| Total | $206,110,519 | $453,988 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
Continue browsing