| Name | Title | Ownership | Since |
|---|---|---|---|
| George Martin Poole Control | President And Chief Compliance Officer | 50-75% | 2017 |
| Peter Dickinson May Control | Secretary And Assitant Treasurer | 25-50% | 2017 |
Hfh Planning Inc. reports $173.6 million in regulatory assets under management on its Form ADV.
Hfh Planning Inc. reports 3 employees.
Hfh Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 212-402-5444 |
| Fax | 800-991-2996 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $173.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $173.6M |