← Back to searchVisit website
HFG ADVISORS, INC.
CRD 316446 · SEC 801-123046
8131 W. GRANDRIDGE BLVD, SUITE 1, KENNEWICK, WA, 99336, United States
Phone
509-735-7507
Fax
877-434-1981
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.4M
Discretionary AUM
$113.2M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $34.0M |
| High net worth individuals | 33 | $79.0M |
States served
CA, OR, WA
All web addresses on file
Official SEC filing: View on IAPD