Hfm Investment Advisors, Inc.
Hfm Investment Advisors, Inc. is an SEC-registered wealth manager with $493.1M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Hfm Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115799, SEC 801-111727, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $493.1M (2026-05-27)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 220
- CRD
- 115799
- Ownership
- PALLOZZI, MICHAEL, PAUL; HYDE, STEPHEN, LAURENCE
How much AUM does Hfm Investment Advisors, Inc. have?
Hfm Investment Advisors, Inc. reported $493.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Hfm Investment Advisors, Inc.?
Disclosed owners and executives of Hfm Investment Advisors, Inc. include PALLOZZI, MICHAEL, PAUL, HYDE, STEPHEN, LAURENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.