HFR Wealth Management is an investment advisor in Niskayuna with $505.70 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
863584492
SEC advisor number
801-50326
FINRA CRD number
106913
AUM ?
$505.70 mm
(as of 3 Nov 22)
Accounts
683
(as of 3 Nov 22)
Employees
6
(4 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reilly III, Herbert, Faulkner | President & Chief Compliance Officer | 09/2004 | > 75% |
Reilly, Michael, Glen | Vice President and Chief Technology Officer | 04/2021 | < 5% |
Reilly IV, Herbert, Faulkner | Vice President | 04/2021 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
7 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21