This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- AtlasPrime glacier +more
- Established Date
- 06-17-2019
- Office Locations
- 1
Office Locations
About Hood Financial, LLC
Hood Financial is a San Diego-based fiduciary advisory led by Michael Hood, focused on guiding clients into and through retirement. The firm delivers retirement planning, financial planning, and investment management, including a “Second Opinion” service to review and fix portfolios. Investment implementation emphasizes diversified allocations using public funds and fixed income, with insurance/annuity planning support when relevant.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Michael Dale Hood
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6293446
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,278,544 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,278,544 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $14,278,544
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,292,639,341 | 31.7% |
| Corporate - Investment Grade | $1,284,483,888 | 31.5% |
| Cash | $1,500,603,400 | 36.8% |
| Total | $4,077,726,629 | 100.0% |