Hy Financial LLC

Hy Financial LLC (CRD# 155571) is a financial advisory firm headquartered in , . They manage $776,981 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.hyfinancial.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $77,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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 Hy Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Yuan He, financial advisor Gaithersburg MD
Yuan He
CRD#: 5860321
Gaithersburg, MD
93
Wealthminder
score

Yuan He (CRD# 5860321) is an Investment Advisor Representative working at Hy Financial LLC in Gaithersburg, MD and has over 9 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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