RIA Intel›Advisers›Colorado›HINDS FINANCIAL GROUP INC

HINDS FINANCIAL GROUP INC

Advisory

N·LAKEWOOD, CO

Data as of Dec 11, 2024 · Source: SEC Form ADV

Total AUM

$537M

1-Year AUM Growth

+17.7%

3-Year CAGR

+7.6%

Employees

5

Assets Under Management

Total AUM$537M

Discretionary AUM$526M

Non-Discretionary AUM$11M

Discretionary %97.9%

Total Clients298

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)+33.3%

Filing History

Total Filings on Record51

First FilingJan 7, 2004

Latest FilingDec 11, 2024

🔒 Full AUM trend chart and 51 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HINDS FINANCIAL GROUP INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.