Hazel Ridge Advisors, LLC

Hazel Ridge Advisors, LLC (CRD# 174965) is a financial advisory firm headquartered in Palatine, IL. They manage $7,000,000 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $122,807
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Hazel Ridge Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel E. Fudala
CRD#: 5455956
630 N. North Ct., Suite 140, Palatine, IL 60067
96
Wealthminder
score

Daniel Fudala (CRD# 5455956) is an Investment Advisor Representative working at Hazel Ridge Advisors, LLC in Palatine, IL and has over 8 years of experience in the finance industry. Daniel Fudala 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.

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