| Name | Title | Ownership | Since |
|---|---|---|---|
| Herbert Faulkner Reilly III Control | President & Chief Compliance Officer | Over 75% | 2004 |
| Herbert Faulkner Reilly IV | Vice President | 5-10% | 2021 |
| Michael Glen Reilly | Vice President And Chief Technology Officer | 5-10% | 2021 |
Hfr Wealth Management, LLC reports $574 million in regulatory assets under management on its Form ADV.
Hfr Wealth Management, LLC reports 6 employees.
Hfr Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 518-346-8189 |
| Fax | 518-346-9981 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $574M |
| Non-discretionary | $0 |
| Total (RAUM) | $574M |