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Hd Money, Inc.

● SEC registered since 2022CRD 167623SEC# 801-125764Sarasota, FL
Export (members)
Reg. AUM
$294M
Employees
10
Accounts
960
Location
Sarasota, FL

Hd Money, Inc. assets under management

Hd Money, Inc. is a registered investment adviser overseen by the SEC based in Sarasota, FL. The firm has been registered since 2022. It reports $294 million in regulatory assets under management and employs 10 people.

Hd Money, Inc. owners & executives

3 reported
NameTitleOwnershipSince
John Kermit TarletonChief Compliance OfficerUnder 5%2025
Phillip Bruce Dickson ControlManaging Member50-75%2016
Stuart Kenneth Dickson ControlManaging Member50-75%2015

Frequently asked questions

How much does Hd Money, Inc. manage?

Hd Money, Inc. reports $294 million in regulatory assets under management on its Form ADV.

How many employees does Hd Money, Inc. have?

Hd Money, Inc. reports 10 employees.

Where is Hd Money, Inc. located?

Hd Money, Inc. is based in Sarasota, FL and has been SEC-registered since 2022.

Does Hd Money, Inc. disclose fund performance?

Hd Money, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3322 Bee Ridge Road, Suite 200, Sarasota, FL 34239
Phone941-925-2121
Fax(941) 925-2228
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$294M
Non-discretionary$0
Total (RAUM)$294M