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HUNGERFORD FINANCIAL LLC
HANC WEALTH MANAGEMENT, LLC
CRD 249789 · SEC 801-114535
2910 LUCERNE DRIVE SE, GRAND RAPIDS, MI, 49546, United States
Phone
616-302-1558
Fax
616-949-7720
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$492.1M
Discretionary AUM
$456.7M
Team
5 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $71.4M |
| High net worth individuals | 94 | $289.7M |
| Pension/profit sharing plans | 22 | $35.4M |
| Charitable organizations | 35 | $92.4M |
| Corporations/business entities | 7 | $3.1M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD