Hdq Wealth
Hdq Wealth (CRD# 313427) is a financial advisory firm headquartered in Kansas City, MO. They manage $17,023,000 in 84 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$202,655
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, KS, LA, MO, TX
Financial Advisors at Hdq Wealth
1
Harrison Quinn (CRD# 6668694) is an Investment Advisor Representative working at Hdq Wealth in Overland Park, KS and has over 5 years of experience in the finance industry.
2
Arnav Goel (CRD# 7763694) is an Investment Advisor Representative working at Hdq Wealth in Kansas City, MO and has 1 year of experience in the finance industry.
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