H
CRD: 126474
Huffman Financial Services INC
Stuart, FL
7726007062
$20.1M Total AUM
$20.1M Disc. AUM
-- 3Y CAGR
1 Employees
189 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-1993
- Office Locations
- 1
Office Locations
-- Stuart FL
About Huffman Financial Services INC
Huffman Financial Services INC is a Stuart-based RIA. The firm has been operating for 33 years. Managing $20.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning.
Team overview
-- AVG AGE
$20.1M AVG AUM / ADVISOR
$106.3K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Investment Vehicles
Atlas prime Horizon capital
Services
Peak delta
Owner & Executives
E
EDWARD ANTHONY HUFFMAN III
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1071488
- Ownership
- 75% or more
(400) 673-6579
radial.zenith@beaconcapital.com
in linkedin.com/in/harbor-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,090,381 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,090,381 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,090,381
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,618,548,333 | 100.0% |
| Total | $5,618,548,333 | 100.0% |