Hwc Financial
Hwc Financial (CRD# 299845) is a financial advisory firm headquartered in Ludlow, VT. They manage $44,680,492 in 266 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts266ACCOUNTS
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Average Account Value$167,972
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VT
Financial Advisors at Hwc Financial
1
Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Hwc Financial in Ludlow, VT and has over 15 years of experience in the finance industry.
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