PPrivate Fund Data Log in Join · $37/mo

Hodge Financial Services, LLC

● SEC registered since 2009CRD 127213SEC# 801-70530Hinsdale, NH
Export (members)
Reg. AUM
$41.1M
Employees
1
Accounts
44
Location
Hinsdale, NH

Hodge Financial Services, LLC assets under management

Hodge Financial Services, LLC is an investment advisory firm registered with the SEC based in Hinsdale, NH. The firm has been registered since 2009. It reports $41.1 million in regulatory assets under management and employs 1 people.

Hodge Financial Services, LLC owners & executives

4 reported
NameTitleOwnershipSince
Bethany Lynn HodgeMember5-10%2012
Bonnie Rose HodgeMember5-10%2012
Robert Hubbard Hodge ControlChief Compliance OfficerUnder 5%2009
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Hodge Financial Services, LLC manage?

Hodge Financial Services, LLC reports $41.1 million in regulatory assets under management on its Form ADV.

How many employees does Hodge Financial Services, LLC have?

Hodge Financial Services, LLC reports 1 employees.

Where is Hodge Financial Services, LLC located?

Hodge Financial Services, LLC is based in Hinsdale, NH and has been SEC-registered since 2009.

Does Hodge Financial Services, LLC disclose fund performance?

Hodge Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address573 Chesterfield Road, Hinsdale, NH 03451
Phone603-336-5942
Fax603-336-5964
Office hours9:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$41.1M
Non-discretionary$0
Total (RAUM)$41.1M