H Financial Management

H Financial Management (CRD# 148209) is a financial advisory firm headquartered in Canonsburg, PA. They manage $388,083,814 in 1,445 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    388
    MILLION
  • Total Number of Accounts
    1,445
    ACCOUNTS
  • Average Account Value
    $268,570
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, NH, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at H Financial Management
Showing 1 - 5 of 5 top financial advisors.
1
Garrett S. Hoge
CRD#: 1185035
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Garrett Hoge (CRD# 1185035) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 38 years of experience in the finance industry. Garrett Hoge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey A. Karns
CRD#: 5151328
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Jeffrey Karns (CRD# 5151328) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 16 years of experience in the finance industry.

3
Kent D. Aloia
CRD#: 5415643
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Kent Aloia (CRD# 5415643) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 16 years of experience in the finance industry. Kent Aloia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Amanda O. Booth
CRD#: 6199841
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Amanda Booth (CRD# 6199841) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 2 years of experience in the finance industry.

5
Jessica B. Lee
CRD#: 2764173
400 Southpointe Blvd., Plaza One, Suite 420, Canonsburg, PA 15317

Jessica Lee (CRD# 2764173) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 27 years of experience in the finance industry.

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