HF Advisory is an investment advisor in Annapolis with $135.57 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
522264586
SEC advisor number
801-125758
FINRA CRD number
309051
AUM ?
$135.57 mm
(as of 11 Apr 23)
Accounts
730
(as of 11 Apr 23)
Employees
4
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hobson, Raymond, Lee | Managing Member & Chief Compliance Officer | 01/2009 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23