CRD: 249789
Hungerford Financial LLC
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-30-2016
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between March 26, 2025 and July 31, 2026, reported AUM increased 30.1%, from $378.3M to $492.1M.
Across 5 reported observations, AUM increased 122.2% between December 22, 2022 and July 31, 2026, from $221.4M to $492.1M.
Of the latest reported AUM, 92.8% is discretionary and 7.2% is non-discretionary.
The firm reports 5 advisory representatives and 349 clients, or 69.8 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
THOMAS JOSEPH PRICE
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2439559
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
Unlock allContacts
Brett Joseph Bauman
Wealth Advisor
- CRD
- #6647444
Nathaniel S Bryers
Investment Analyst
- CRD
- #8063410
Showing 2 of 5 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Hungerford Financial LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.