Hfg Advisors, Inc.
● SEC registered since 2022CRD 316446SEC# 801-123046Kennewick, WA
Reg. AUM
$113.4M
Employees
7
Accounts
362
Location
Kennewick, WA
Hfg Advisors, Inc. assets under management
Hfg Advisors, Inc. operates as an SEC-registered investment adviser based in Kennewick, WA. The firm has been registered since 2022. It reports $113.4 million in regulatory assets under management and employs 7 people.
Hfg Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Drew Alan Westermeyer Control | Chief Compliance Officer | Under 5% | 2022 |
| Hfg Trust, LLC Control | Owner | Over 75% | 2021 |
| William Ting Hsiang Wang Control | President | Under 5% | 2022 |
Frequently asked questions
How much does Hfg Advisors, Inc. manage?
Hfg Advisors, Inc. reports $113.4 million in regulatory assets under management on its Form ADV.
How many employees does Hfg Advisors, Inc. have?
Hfg Advisors, Inc. reports 7 employees.
Where is Hfg Advisors, Inc. located?
Hfg Advisors, Inc. is based in Kennewick, WA and has been SEC-registered since 2022.
Does Hfg Advisors, Inc. disclose fund performance?
Hfg Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8131 W. Grandridge Blvd, Suite 1, Kennewick, WA 99336 |
| Phone | 509-735-7507 |
| Fax | 877-434-1981 |
| Office hours | 8 - 5 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$113.4M▼ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$113.4Mregulatory AUM
Discretionary $113.2MNon-discretionary $244K