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HFM INVESTMENT ADVISORS, LLC
CRD 289103 · SEC 801-120796
102 WEST HIGH STREET, SUITE 200, GLASSBORO, NJ, 08028, United States
Phone
856-232-2270
Fax
856-307-0300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.1M
Discretionary AUM
$404.1M
Team
5 total employees; 5 advisory reps; 25 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 450 | $105.3M |
| High net worth individuals | 82 | $169.0M |
| Pension/profit sharing plans | 45 | $129.3M |
| Corporations/business entities | 3 | $479K |
States served
CO, DE, NJ, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD