$220.5M Total AUM
$220.5M Disc. AUM
9.9% 3Y CAGR
6 Employees
808 ADV. Clients
18 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2007
- Office Locations
- 1
Office Locations
16350 Muirfield Place Edmond OK
About Hughes Warren, Inc.
Hughes Warren, Inc. is an independent, fee-only RIA serving individuals, families and small businesses with comprehensive financial planning, retirement and estate planning, and customized portfolio construction. The CFP team brings 50+ years combined experience, works as fiduciaries with no product commissions, and typically implements strategies using mutual funds and ETFs (Fidelity custody).
Team overview
-- AVG AGE
$110.3M AVG AUM / ADVISOR
$273.0K AVG AUM / CLIENT
12.7 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
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Owner & Executives
T
THEODORE JOHN HUGHES
President
- CRD
- #4564055
- Ownership
- 75% or more
Available
Available
Available
V
VICTORIA FAITH JONES
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $220,544,521 | $272,951 |
| Non-Discretionary | $0 | -- |
| Total | $220,544,521 | $272,951 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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