Hodge Financial Services Review

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The following automated report was generated using SEC and FINRA data and was last updated on April 1st, 2020*. For data support, email "support@investor.com".

Hodge Financial Services, federally registered in 2009, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 1 advisors. Hodge Financial Services manages $156.2 million and provides investment advisory services for 72 clients (1:72 advisor/client ratio).

Hodge Financial Services does meet the requirements to be Trusted by investor.com. Regulatory data checked includes disciplinary disclosures such as felony convictions, monetary penalties, and regulation violations, among others. We also checked for other conflicts of interest that can impact client costs, including 12B-1 Fees, commissions, and insurance affiliations.

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Firm Information Value
Advisors Directory View Directory
Avg Advisor Years Registered 27
Percentage of Advisors Trusted 100%
Minimum Investment $50,000
Average Client Balance $2,169,800
Total AUM $156.2 million
Advisor / Client Ratio 1:72
Headquarters Hinsdale, NH
SEC Filings View SEC IAPD CRD #127213
State(s) Registered CT, FL, NH

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*SEC data last verified 04/01/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.

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