Investment adviser · CRD 121275

HFI WEALTH MANAGEMENT

Investment adviser filing (IA)

HOXTON FINANCIAL, INC.

SHEPHERDSTOWN, WV, United States · Form ADV filed Mar 8, 2016

Regulatory AUM
$375M
Form ADV · Item 5.F
Client accounts
1,270
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
8
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 8, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

8530 SHEPHERDSTOWN PIKE
SHEPHERDSTOWN, WV, 25443, United States

CRD 121275

Filing source

Form ADV 969319 · Mar 8, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.