Hwco Wealth Management Services, LLC
Hwco Wealth Management Services, LLC (CRD# 173340) is a financial advisory firm headquartered in Columbus, OH. They manage $8,791,631 in 24 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$366,318
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
NJ, NY, OH
Sri Haran (CRD# 2748909) is an Investment Advisor Representative working at Hwco Wealth Management Services, LLC in Columbus, OH and has over 20 years of experience in the finance industry. Sri Haran 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.