Investment adviser · CRD 140466
HR BENEFIT ADVISORS, LTD.
Investment adviser filing (IA)
ROCHESTER, NY, United States · Form ADV filed Feb 26, 2021
- Employees
- 6 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 3 | $0 | Not reported |
Filing source
Form ADV 1497194 · Feb 26, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Feb 26, 2021. View historical filings
Reported services
Pension consulting
Compensation
Fixed
Principal office
800 PARKER HILL DRIVE, SUITE 100ROCHESTER, NY, 14625, United States
CRD 140466
Filing source
Form ADV 1497194 · Feb 26, 2021 · 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.