$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
15 yrs Firm Age
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- Custodian
- Pershing ยท SSG
- Clients
- Retail and Institutional
- Platforms
- WaveCapital
- Established Date
- 01-01-2011
- Office Locations
- 1
Office Locations
-- Rockville MD
About HY Financial LLC
HY Financial (founded 2011) is a family-based wealth creation and management firm serving entrepreneurs and business owners with long-term, value-oriented investment management plus business consulting (virtual/outsourced CFO, accounting support) and real estate strategy including residential/commercial brokerage and mortgage partners. The firm also partners with N0S.Tech to apply AI/ML and real-time monitoring to its investing process.
Team overview
43 AVG AGE
$12.6M AVG AUM / ADVISOR
$525.0K AVG AUM / CLIENT
15.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Quantum alpha Summit signal Meridian Timber
Custodian
Beacon unison North beacon Vital Pioneer timber
Investment Themes
Wave pathway
Investment Vehicles
Meridian timber
Services
Element unison Element Focus Atlas focus Momentum Vector
Technology
Wave prime Pathway
Owner & Executives
Y
YUAN HE
Chief Executive Officer
- CRD
- #5860321
- Ownership
- 75% or more
(820) 607-3342
summit.value@beaconcapital.com
in linkedin.com/in/signal-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,600,000
Equity - Exchange:
43.0% Cash:
57.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,498,439,282 | 43.0% |
| Cash | $3,311,884,630 | 57.0% |
| Total | $5,810,323,912 | 100.0% |