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MARK C. HUFFMAN, CPA/RIA

HUFFMAN, MARK C.

CRD 135753

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$117.0M

Discretionary AUM

$117.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Sole Proprietorship

Filing date

2026-03-30

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals100$64.3M
High net worth individuals35$52.5M

Official SEC filing: View on IAPD