RIA Intel›Advisers›Colorado›H & S FINANCIAL ADVISORS INC.

H & S FINANCIAL ADVISORS INC.

Advisory

CO

Data as of Mar 29, 2019 · Source: SEC Form ADV

Average account

$61K

across 73 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2019.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO

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

73 clients

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

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Advisers of similar size in CO

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

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DVORCHAK FINANCIAL CORPORATION

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TRUE RICHES FINANCIAL PLANNING LLC

$5M

BEAR PEAK FINANCIAL, LLC

$4M

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