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HFM INVESTMENT ADVISORS, INC.
CRD 115799 · SEC 801-111727
DE, United States
Phone
302-234-9777
Fax
302-234-9780
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$493.1M
Discretionary AUM
$493.1M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 91 | $102.0M |
| High net worth individuals | 127 | $381.9M |
| Pension/profit sharing plans | 2 | $9.2M |
States served
DE, MD, MA, NJ, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD