HFM Wealth Management Revenue

Investment Management • Hartford, Connecticut, United States • 11-20 Employees

HFM Wealth Management revenue & valuation

Annual revenue	$7,699,864
Revenue per employee	$642,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$24,700,000
Total funding	No funding

Key Contact at HFM Wealth Management

Ann Cohen

Managing Director - Treasurer - Chief Compliance Officer

Company overview

Headquarters	Hartford, Connecticut, United States
Phone number	+18602410028
Website	hfmonline.com
NAICS	5231
Keywords	Financial Planning, Monitoring & Management, Corporate Retirement Plans, Portfolio Design, Equity Analysis & Selection, Fixed Income Security Analysis & Selection
Founded	1988
Employees	11-20
Socials

HFM Wealth Management Email Formats

HFM Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@hfmonline.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@hfmonline.com	100%

About HFM Wealth Management

I founded Hartford Financial Management, Inc. in 1989 to offer a client-focused alternative to the common financial services model of investment management. I believe that our firm has a duty to our clients to always place their interests ahead of our own. This is one reason why I structured the firm as an independent registered investment adviser, I wanted to be free of the influence that large firms often place on their own proprietary products. This meant giving up many of the quick commissions and fees that the traditional financial services industry was built upon, in order for us to obtain the objectivity that is inherent in our core beliefs. It also meant laying the groundwork for long-term relationships and gaining opportunity to see wealth applied… to future generations, to achieving one’s personal and family goals, to new businesses and to community activity. -R. Dario Quiros

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Vice President

Employees by Department

HFM Wealth Management has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

HFM Wealth Management has never raised funding before.

HFM Wealth Management Tech Stack

Discover the technologies and tools that power HFM Wealth Management's digital infrastructure, from frameworks to analytics platforms.

ShareThis

Widgets

Adobe Fonts

Font scripts

Apache HTTP Server

Web servers

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

PHP

Programming languages

core-js

JavaScript libraries

Google Analytics

Analytics

Concrete CMS

CMS

Google Maps

Maps

Linkedin Sign-in

Authentication

Microsoft 365

Frequently asked questions

HFM Wealth Management is located in Hartford, Connecticut, US.

You can reach HFM Wealth Management at +18602410028.

HFM Wealth Management generates an estimated annual revenue of $7,699,864. This revenue figure reflects the company's market position and business performance in its industry.

HFM Wealth Management has an estimated valuation of $24,700,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

HFM Wealth Management was founded in 1988, making it 38 years old. The company has established itself as a significant player in its industry over this time.

HFM Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at HFM Wealth Management

Ann Cohen

Managing Director - Treasurer - Chief Compliance Officer

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