Hopwood Financial Services Review

Trust Score 96%
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Last updated: August 11th, 2019. Data source: SEC filings.

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Hopwood Financial Services, federally registered in 2003, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 4 advisors. Hopwood Financial Services manages $316.5 million and provides investment advisory services for 212 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,492,846
Hybrid Advisor No
Disciplinary History No
Total AUM $316.5 million
Advisor / Client Ratio 1:53
Headquarters Reston, VA
SEC Filings Forms and Brochures    (CRD # 127927)
State(s) Registered CA, DC, FL, MD, MA, NH, TX, VA

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