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R. H. Hansford & Company, Inc.

R. H. Hansford & Company, Inc.. CRD 113060

R

CRD: 113060

R. H. Hansford & Company, Inc.

Miami Beach, FL
3058689200
$67.7M Total AUM
$67.7M Disc. AUM
-- 3Y CAGR
2 Employees
81 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
04-01-1994
Office Locations
1

Office Locations

-- Miami Beach FL

About R. H. Hansford & Company, Inc.

R. H. Hansford & Company, Inc. is a Miami Beach-based RIA. The firm has been operating for 32 years. Managing $67.7M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Portfolio Construction.

Team overview

46 AVG AGE
$67.7M AVG AUM / ADVISOR
$835.7K AVG AUM / CLIENT
20.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age

Insights

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Investment Themes

Matrix

Investment Vehicles

Pathway

Services

Momentum

Owner & Executives

R

ROSEMARY HOFFMAN HANSFORD

Owner, President

CRD
--
Ownership
75% or more
(523) 381-2473
harbor.matrix@quantumcapital.com
in linkedin.com/in/beacon-fusion
A

APRIL MARIE MURPHY

Chief Compliance Officer, Executive Vice President

CRD
#6762770
Ownership
Less than 5%
(869) 611-1973
prime.timber@momentumcapital.com
in linkedin.com/in/radial-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-03-2017
03-30-2018
05-03-2019
12-22-2020
07-29-2021
Category Assets AVG. Account size
Discretionary $67,690,160 $277,794
Non-Discretionary $0 --
Total $67,690,160 $277,794

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Separately Managed Accounts

Total SMA Asset: $67,690,160

$67.7M Total SMA
Equity - Exchange:
35.1%
Cash:
35.3%
Public Funds:
29.6%
Asset class Assets Assets %
Equity - Exchange $808,294,250 35.1%
Cash $812,899,916 35.3%
Public Funds $681,638,456 29.6%
Total $2,302,832,622 100.0%

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