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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-2004
- Office Locations
- 1
Office Locations
About Hinds Financial Group INC
Hinds Financial Group (CRD 129971) is a Lakewood, Colorado-based registered investment adviser serving retail and institutional relationships. The firm delivers financial planning and portfolio/asset management, with tax and estate planning support and insurance/annuity capabilities. Portfolios emphasize publicly traded funds and ETFs alongside a meaningful municipal bond allocation. Custody is primarily through Pershing, and the team leverages Envestnet and Broadridge tools.
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Owner & Executives
CYNTHIA KELLEY HINDS
ADVISOR, Founder, PARTNER, Secretary
- CRD
- #1151631
- Ownership
- 25% but less than 50%
JONATHAN RUSSELL KELLEY
Chief Compliance Officer, President
- CRD
- #4034111
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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CRAIG STEPHEN CIARLELLI
President
- CRD
- #1035445
JOHN CARTER DOWNING
Financial Advisor
- CRD
- #1049179
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $525,524,087 | $855,902 |
| Non-Discretionary | $11,374,562 | $758,304 |
| Total | $536,898,649 | $853,575 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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