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H&C FINANCIAL SERVICES

Advisory

NY

Data as of May 13, 2019 · Source: SEC Form ADV

Rank in NY

#5,432

of 5,722 advisers by AUM

Average account

$175K

across 28 accounts

Source: SEC Form ADV. Figures as filed May 13, 2019.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients28

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

28 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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RE/ENTERPRISE ASSET MANAGEMENT, L.L.C.

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STOKEN ASSET MANAGEMENT LLC

$5M

WALL STREET ADVISORS, LLC

$5M

INTEGRATED WEALTH MANAGEMENT SOLUTIONS, LLC

$5M

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