Hwa Financial Group

Hwa Financial Group (CRD# 120745) is a financial advisory firm headquartered in Ellicott City, MD. They manage $75,870,000 in 257 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $295,214
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)
  • 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.

MD

Financial Advisors at Hwa Financial Group
Showing 1 - 2 of 2 top financial advisors.
1
Christine M. Buckley
CRD#: 2523347
3448 Ellicott Center Drive, Suite 101, Ellicott City, MD 21043
96
Wealthminder
score

Christine Buckley (CRD# 2523347) is an Investment Advisor Representative working at Hwa Financial Group in Ellicott City, MD and has over 9 years of experience in the finance industry. Christine Buckley 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.

2
Philip E. Huber
CRD#: 2998076
3448 Ellicott Center Drive, Suite 101, Ellicott City, MD 21043
90
Wealthminder
score

Philip Huber (CRD# 2998076) is an Investment Advisor Representative working at Hwa Financial Group in Ellicott City, MD and has 1 year of experience in the finance industry. Philip Huber 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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