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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-1990
- Office Locations
- 2
Office Locations
About HFM Investment Advisors, Inc.
HFM Investment Advisors is a Newark, DE, owner-led RIA with 40+ years serving families and individuals. The firm provides financial planning, retirement planning, investment strategy, and ongoing portfolio management with a relationship-first approach. Portfolios emphasize asset allocation and risk management, commonly implemented with mutual funds and ETFs, and the practice supports accounts held at Schwab and Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
STEPHEN LAURENCE HYDE
Chief Compliance Officer, Financial Planner, President
- CRD
- #254335
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL PAUL PALLOZZI
Chief Executive Officer, President
- CRD
- #1936691
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $493,085,991 | $837,158 |
| Non-Discretionary | $0 | -- |
| Total | $493,085,991 | $837,158 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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