$79.3M Total AUM
$79.3M Disc. AUM
-- 3Y CAGR
2 Employees
312 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Unison insightPeak +more
- Established Date
- 01-12-2022
- Office Locations
- 1
Office Locations
14180 Dallas Parkway Suite 500 Dallas TX
About HG Tailored Financial Services
HG Tailored Financial Services is a Dallas-based fiduciary advisory firm focused on personalized retirement planning. The team blends biblical stewardship principles with practical financial planning and portfolio strategies, supporting individuals and entrepreneurs with investment planning, insurance, and tax-aware decisions for long-term retirement goals. Affiliated with LPL Financial.
Team overview
-- AVG AGE
$39.6M AVG AUM / ADVISOR
$254.1K AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Pioneer alpha Foundation matrix
Client Personas
Prime
Custodian
Summit Horizon optima Horizon Optima
Investment Themes
Bridge Signal Matrix fusion
Investment Vehicles
Oak wave
Services
Peak delta Insight vector Summit frontier Atlas Delta Pathway Vector delta Pathway north Catalyst glacier
Technology
Signal Alpha Element
Owner & Executives
HENRI GLOVER
Chief Compliance Officer
- CRD
- #4507460
- Ownership
- 75% or more
(752) 722-8051
meridian.delta@valuecapital.com
in linkedin.com/in/harbor-glacier
Showing 1 of 1 owners & executives
Unlock allContacts
PATRICK FLOYD POPE JR
--
- CRD
- #6343184
(921) 279-5818
element.frontier@primecapital.com
in linkedin.com/in/vital-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $79,264,656 | -- |
| Non-Discretionary | $0 | -- |
| Total | $79,264,656 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,264,656
Public Funds:
35.5% Other:
31.3% Equity - Exchange:
10.5% Cash:
22.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,020,854,076 | 35.5% |
| Other | $2,663,457,256 | 31.3% |
| Equity - Exchange | $893,492,051 | 10.5% |
| Cash | $1,931,644,719 | 22.7% |
| Total | $8,509,448,102 | 100.0% |