H
$19.7M Total AUM
$19.7M Disc. AUM
-47.9% 3Y CAGR
1 Employees
23 ADV. Clients
29 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-1997
- Office Locations
- 1
Office Locations
-- -- --
About Hodge Financial Services, LLC
Hodge Financial Services, LLC is a Hinsdale-based RIA. The firm has been operating for 29 years. Managing $19.7M in total assets under management, with 1 advisory representatives. They custody assets with Vanguard.
Team overview
-- AVG AGE
$19.7M AVG AUM / ADVISOR
$857.4K AVG AUM / CLIENT
17.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
R
ROBERT HUBBARD HODGE
Chief Compliance Officer, Managing Member
- CRD
- #3025369
- Ownership
- 75% or more
Available
Available
Available
B
BETHANY LYNN HODGE
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,721,058 | $636,163 |
| Non-Discretionary | $0 | -- |
| Total | $19,721,058 | $636,163 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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