Hfm Wealth Management

Hfm Wealth Management (CRD# 105039) is a financial advisory firm headquartered in Hartford, CT. They manage $848,487,503 in 195 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    848
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $4,351,218
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

CA, CT, DE, FL, GA, MA, NH, NY, RI, TX, VA, VT

Financial Advisors at Hfm Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Eric B. Anderson
CRD#: 2813282
40 Pratt Street, Hartford, CT 06103

Eric Anderson (CRD# 2813282) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has 1 year of experience in the finance industry.

2
Laurence P. Brundage
CRD#: 2710671
40 Pratt Street, Hartford, CT 06103

Laurence Brundage (CRD# 2710671) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has over 26 years of experience in the finance industry.

3
Kevin C. Quiros
CRD#: 4169238
One Constitution Plaza, 9th Floor, Hartford, CT 06103

Kevin Quiros (CRD# 4169238) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has over 9 years of experience in the finance industry.

4
Rafael D. Quiros
CRD#: 369607
40 Pratt Street, Hartford, CT 06103

Rafael Quiros (CRD# 369607) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has over 36 years of experience in the finance industry.

5
James R. Reynolds
CRD#: 5075347
One Constitution Plaza, 9th Floor, Hartford, CT 06103

James Reynolds (CRD# 5075347) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has over 11 years of experience in the finance industry. James Reynolds 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.

6
George B. Simson
CRD#: 3050983
40 Pratt Street, Hartford, CT 06103

George Simson (CRD# 3050983) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has 1 year of experience in the finance industry.

7
Christopher S. Pierce
CRD#: 7475386
One Constitution Plaza, 9th Floor, Hartford, CT 06103

Christopher Pierce (CRD# 7475386) is an Investment Advisor Representative working at Hfm Wealth Management in Hartford, CT and has 1 year of experience in the finance industry.

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