← Back to searchVisit website
HFH PLANNING INC.
CRD 114046 · SEC 801-62326
Corporate platformCorporation
Large incorporated asset manager or corporate group — typically not a local adviser team.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.1M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $38.7M |
| High net worth individuals | 56 | $165.3M |
States served
CA, NJ, NY
All web addresses on file
Official SEC filing: View on IAPD