A complete list of active advisors currently associated with HF Advisory Group, LLC
Warmer can help you find a great advisor at HF Advisory Group, LLC or one who fits your needs even better.
HF Advisory Group, LLC provides discretionary portfolio management and financial planning to individuals, high‑net‑worth individuals, and business entities, advising across mutual funds, equities, fixed income, ETFs, real estate funds/REITs, annuities, private placements and venture capital. The firm’s Form ADV reports approximately $321.5 million in discretionary assets under management and two advisory professionals serving roughly 460 client relationships. The firm documents client objectives with Investment Policy Statements, applies modern portfolio theory, and uses tools such as Riskalyze to quantify risk tolerance and Redtail for client data; it generally operates with discretionary trading authority and deploys both long‑term and short‑term strategies, including the use of margin and options where appropriate. Accounts are reviewed at least quarterly, financial plans are delivered as one‑time reports, and the brochure states that clients must custody accounts at Charles Schwab Advisor Services (or Axos Clearing) for execution and reporting. Noteworthy for a supported firm, HFA Group reports a high client load per advisor (well over 200 clients per advisor), and the firm also promotes third‑party information — the brochure lists the firm’s CRD number and directs readers to the SEC’s adviserinfo site and notes the use of outside ratings. The brochure also discloses that some supervised persons are licensed insurance agents who may receive commissions on insurance product sales, a potential conflict the firm documents in client files.
To learn more about the advisors currently working at HF Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse HF Advisory Group, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Lake Forest, CA
| 13
| |
Annapolis, MD
| 32
|
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