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HANC WEALTH MANAGEMENT, LLC

UUID5ec2e0a7-7062-5b96-a502-d3730aed936c
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 249789 249789 1.0
sec_file_number 801-114535 801-114535

Profile

WebsiteHTTPS://WWW.HUNGERFORDFINANCIAL.COM/
HQ CityGRAND RAPIDS
HQ StateMI
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • HUNGERFORD FINANCIAL LLC adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)378,295,537.0
  • RAUM (discretionary)350,745,872.0
  • Actionable assets319,090,735.0
  • Accounts892.0

Institutional Clients

  • Government AUM
  • Pension AUM27,549,665.0
  • Charitable AUM82,013,363.0
  • HNW AUM206,874,328.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.