Hip Investor, Inc.

Hip Investor, Inc. (CRD# 149825) is a financial advisory firm headquartered in San Francisco, CA. They manage $6,170,000 in 65 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $94,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
  • Other
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, IL, WA

Financial Advisors at Hip Investor, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Ross P. Herman
CRD#: 5650505
San Francisco, CA
93
Wealthminder
score

Ross Herman (CRD# 5650505) is an Investment Advisor Representative working at Hip Investor, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

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