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HUGHES FINANCIAL SERVICES, LLC
CRD 173195 · SEC 801-80866
2201 COOPERATIVE WAY, SUITE 150, HERNDON, VA, 20171, United States
Phone
703-669-3660
Fax
703-880-4905
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$759.8M
Discretionary AUM
$747.7M
Team
12 total employees; 6 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 557 | $185.6M |
| High net worth individuals | 282 | $573.9M |
| Charitable organizations | 1 | $269K |
States served
CA, CO, DE, DC, MD, NE, NY, NC, OH, SC, TN, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD