Hfh Planning Inc.

Hfh Planning Inc. (CRD# 114046) is a financial advisory firm headquartered in New York, NY. They manage $169,057,797 in 434 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

82 Nassau Street, #60593, New York, NY 10038

https://www.facebook.com/hfhplanning/

By the Numbers

Total Assets Under Management

169

MILLION
Total Number of Accounts

434

ACCOUNTS
Average Account Value

$389,534

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
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Hfh Planning Inc.

Showing 1 - 2 of 2 top financial advisors.

Peter D. May

CRD#: 4999166

New York, NY

Peter May (CRD# 4999166) is an Investment Advisor Representative working at Hfh Planning Inc. in New York, NY and has over 17 years of experience in the finance industry.

George M. Poole

CRD#: 5339881

New York, NY

George Poole (CRD# 5339881) is an Investment Advisor Representative working at Hfh Planning Inc. in New York, NY and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals