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Hfs Advisory Services, Inc. (Exton)


Hfs Advisory Services, Inc. is a large advisory firm based in Exton. It manages $35.52 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Pennsylvania.

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Hfs Advisory Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hfs Advisory Services: assets under management

The assets under management (AUM) of Hfs Advisory Services, Inc. is $35.52 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35.52 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $546.42 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hfs Advisory Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Exton

The principal office where Hfs Advisory Services, Inc. performs its advisory services is located at One East Uwchlan Avenue, Suite 400, Exton, PA 19341, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 610-524-3135 or by fax 610-524-3149. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.hfsadvisory.com.


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