Hfs Associates, Inc. is a large advisory firm based in W. Conshohocken. It manages $59.68 million of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.
Hfs Associates provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hfs Associates, Inc. is $59.68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 109% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hfs Associates, Inc. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Hfs Associates, Inc. performs its advisory services is located at 4 Tower Bridge Ste.300, W. Conshohocken, PA 19428 2979, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-832-5234 or by fax 610-832-1232. The normal business hours are 8:30-5:00 on Monday - Friday.