Hfh Planning Inc.
Hfh Planning Inc. is an SEC-registered wealth manager with $206.1M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Hfh Planning Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114046, SEC 801-62326, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $206.1M (2026-04-09)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 122
- CRD
- 114046
- Ownership
- HANAU, SETH, BERNARD; HANAU, HENRY, FRED; POOLE, GEORGE, MARTIN; MAY, PETER, DICKINSON; G.MARTIN POOLE
How much AUM does Hfh Planning Inc. have?
Hfh Planning Inc. reported $206.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Hfh Planning Inc.?
Disclosed owners and executives of Hfh Planning Inc. include HANAU, SETH, BERNARD, HANAU, HENRY, FRED, POOLE, GEORGE, MARTIN, MAY, PETER, DICKINSON, G.MARTIN POOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.