Hwc Financial

Hwc Financial (CRD# 299845) is a financial advisory firm headquartered in Ludlow, VT. They manage $44,680,492 in 266 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
211 Main Street, Ludlow, VT 05149
https://www.hwcfinancial.com
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    266
    ACCOUNTS
  • Average Account Value
    $167,972
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VT

Financial Advisors at Hwc Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Theissen, financial advisor Ludlow VT
Kevin M. Theissen
CRD#: 3228847
211 Main Street, Ludlow, VT 05149

Kevin Theissen (CRD# 3228847) is an Investment Advisor Representative working at Hwc Financial in Ludlow, VT and has over 15 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.

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