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Hrc Wealth Management, LLC

● SEC registered since 2015CRD 117212SEC# 801-106855Moscow, ID
Export (members)
Reg. AUM
$404.9M
Employees
8
Accounts
1,771
Location
Moscow, ID

Hrc Wealth Management, LLC assets under management

Hrc Wealth Management, LLC is an SEC-registered investment adviser based in Moscow, ID. The firm has been registered since 2015. It reports $404.9 million in regulatory assets under management and employs 8 people.

Hrc Wealth Management, LLC owners & executives

12 reported
NameTitleOwnershipSince
Cade Leigh Konen ControlManaging MemberUnder 5%2012
Christopher Aaron Walker ControlManaging MemberUnder 5%2021
Clk, PLLC ControlOwner25-50%2021
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Frequently asked questions

How much does Hrc Wealth Management, LLC manage?

Hrc Wealth Management, LLC reports $404.9 million in regulatory assets under management on its Form ADV.

How many employees does Hrc Wealth Management, LLC have?

Hrc Wealth Management, LLC reports 8 employees.

Where is Hrc Wealth Management, LLC located?

Hrc Wealth Management, LLC is based in Moscow, ID and has been SEC-registered since 2015.

Does Hrc Wealth Management, LLC disclose fund performance?

Hrc Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address315 S. Almon, Moscow, ID 83843
Phone208-882-5547
Fax208-882-3724
Office hours8a.m. To 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2009521
Discloses disciplinary historyYes

Assets under management

Discretionary$404.9M
Non-discretionary$0
Total (RAUM)$404.9M