Hwco Wealth Management Services, LLC

Hwco Wealth Management Services, LLC (CRD# 173340) is a financial advisory firm headquartered in Dublin, OH. They manage $2,950,676 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P. O. Box 3008, Dublin, OH 43016
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $226,975
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, OH

Financial Advisors at Hwco Wealth Management Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sri Haran, financial advisor Dublin OH
Sri Haran
CRD#: 2748909
Dublin, OH

Sri Haran (CRD# 2748909) is an Investment Advisor Representative working at Hwco Wealth Management Services, LLC in Dublin, OH and has over 27 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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