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Hfg Advisors, Inc.

● SEC registered since 2022CRD 316446SEC# 801-123046Kennewick, WA
Export (members)
Reg. AUM
$221.4M
Employees
7
Accounts
335
Location
Kennewick, WA

Hfg Advisors, Inc. assets under management

Hfg Advisors, Inc. operates as an SEC-registered investment adviser based in Kennewick, WA. The firm has been registered since 2022. It reports $221.4 million in regulatory assets under management and employs 7 people.

Hfg Advisors, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Drew Alan Westermeyer ControlChief Compliance OfficerUnder 5%2022
Hfg Trust, LLC ControlOwnerOver 75%2021
William Ting Hsiang Wang ControlPresidentUnder 5%2022
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Frequently asked questions

How much does Hfg Advisors, Inc. manage?

Hfg Advisors, Inc. reports $221.4 million in regulatory assets under management on its Form ADV.

How many employees does Hfg Advisors, Inc. have?

Hfg Advisors, Inc. reports 7 employees.

Where is Hfg Advisors, Inc. located?

Hfg Advisors, Inc. is based in Kennewick, WA and has been SEC-registered since 2022.

Does Hfg Advisors, Inc. disclose fund performance?

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

Contact & registration

Address8131 W. Grandridge Blvd, Suite 1, Kennewick, WA 99336
Phone509-735-7507
Fax877-434-1981
Office hours5-Aug
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$221.2M
Non-discretionary$199K
Total (RAUM)$221.4M