Hfh Planning Inc.
● SEC registered since 2003CRD 114046SEC# 801-62326
Reg. AUM
$206.1M
Employees
2
Accounts
454
Location
—
Hfh Planning Inc. assets under management
Hfh Planning Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2003. It reports $206.1 million in regulatory assets under management and employs 2 people.
Hfh Planning Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Martin Poole Control | President And Chief Compliance Officer | Under 5% | 2017 |
| Gm Poole Revocable Trust Control | Share Holder | 50-75% | 2025 |
| Peter Dickinson May Control | Secretary And Assitant Treasurer | 25-50% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Hfh Planning Inc. manage?
Hfh Planning Inc. reports $206.1 million in regulatory assets under management on its Form ADV.
How many employees does Hfh Planning Inc. have?
Hfh Planning Inc. reports 2 employees.
Does Hfh Planning Inc. disclose fund performance?
Hfh Planning Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 212-402-5444 |
| Fax | 800-991-2996 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$206.1M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$206.1Mregulatory AUM
Discretionary $0Non-discretionary $206.1M