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HOPWOOD FINANCIAL SERVICES, INC.
CRD 127927 · SEC 801-62268
10740 PARKRIDGE BLVD., SUITE 150, RESTON, VA, 20191, United States
Phone
703-787-0008
Fax
703-759-0974
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$750.3M
Discretionary AUM
$750.3M
Team
11 total employees; 6 advisory reps; 8 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 114 | $43.5M |
| High net worth individuals | 169 | $695.9M |
| Pension/profit sharing plans | 2 | $7.0M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 2 | $2.8M |
States served
CA, DC, MD, MA, NC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD