$492.1M Total AUM
$456.7M Disc. AUM
24.4% 3Y CAGR
5 Employees
349 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison legacyRadial +more
- Established Date
- 03-30-2016
- Office Locations
- 1
Office Locations
2910 Lucerne Drive SE Grand Rapids MI
About Hungerford Financial LLC
Hungerford Financial is an independent advisory firm in Grand Rapids, MI providing holistic financial planning and ongoing investment monitoring for individuals and families. Planning covers goals, risk tolerance, cash flow, insurance, tax and estate strategies using its CORE 360 process to build a personalized roadmap. Portfolios commonly use ETFs and mutual funds, with custody at Charles Schwab.
Team overview
34 AVG AGE
$98.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
4.9 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Pioneer signal
Client Personas
Beacon glacier Harbor
CRM
Harbor
Custodian
Catalyst vital Pioneer Ridge Value North Signal foundation Legacy
Investment Themes
Atlas peak Focus horizon Quantum Foundation momentum Alpha
Investment Vehicles
Legacy radial Peak prime
Platform
Peak
Services
Legacy element Quantum foundation Signal Horizon pathway Meridian Eagle Pioneer Meridian zenith Timber Meridian Pathway Legacy ember
Technology
Timber frontier Ember timber Radial pioneer Alpha zenith
Owner & Executives
THOMAS JOSEPH PRICE
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2439559
- Ownership
- 50% but less than 75%
(670) 708-4219
vector.radial@vitalcapital.com
in linkedin.com/in/signal-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
Brett Joseph Bauman
--
- CRD
- #6647444
(405) 502-2280
radial.beacon@meridiancapital.com
in linkedin.com/in/vector-ridge
N
Nathaniel S Bryers
--
- CRD
- #8063410
(719) 921-3751
delta.crest@eaglecapital.com
in linkedin.com/in/harbor-radial
R
Radial crest
North eagle
- CRD
- #64531
(734) 572-1988
alpha.peak@crestcapital.com
in linkedin.com/in/catalyst-beacon
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $456,679,942 | $439,538 |
| Non-Discretionary | $35,407,976 | $1,609,453 |
| Total | $492,087,918 | $463,796 |
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Separately Managed Accounts
Total SMA Asset: $492,087,918
Public Funds:
32.4% Equity - Exchange:
31.1% Corporate - Investment Grade:
7.6% Cash:
22.9% U.S. Government/Agency:
6.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,307,757,832 | 32.4% |
| Equity - Exchange | $1,255,286,067 | 31.1% |
| Corporate - Investment Grade | $306,758,010 | 7.6% |
| Cash | $924,310,320 | 22.9% |
| U.S. Government/Agency | $242,177,376 | 6.0% |
| Total | $4,036,289,605 | 100.0% |