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Hopwood Financial Services, Inc.

● SEC registered since 2003CRD 127927SEC# 801-62268Reston, VA
Export (members)
Reg. AUM
$666.6M
Employees
9
Accounts
1,029
Location
Reston, VA

Hopwood Financial Services, Inc. assets under management

Hopwood Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Reston, VA. The firm has been registered since 2003. It reports $666.6 million in regulatory assets under management and employs 9 people.
www.linkedin.com/company/hopwood-financial-servicesView on SEC.gov ↗

Hopwood Financial Services, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Herbert Gladstone Hopwood ControlPresident/Chief Compliance OfficerOver 75%2003
Kevin James GalvinExecutive Vice President10-25%2019

Frequently asked questions

How much does Hopwood Financial Services, Inc. manage?

Hopwood Financial Services, Inc. reports $666.6 million in regulatory assets under management on its Form ADV.

How many employees does Hopwood Financial Services, Inc. have?

Hopwood Financial Services, Inc. reports 9 employees.

Where is Hopwood Financial Services, Inc. located?

Hopwood Financial Services, Inc. is based in Reston, VA and has been SEC-registered since 2003.

Does Hopwood Financial Services, Inc. disclose fund performance?

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

Contact & registration

Address10740 Parkridge Blvd., Suite 150, Reston, VA 20191
Phone703-787-0008
Fax703-759-0974
Office hours8:30 a.m. - 5:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2023166
Discloses disciplinary historyNo

Assets under management

Discretionary$666.6M
Non-discretionary$0
Total (RAUM)$666.6M