Hda Wealth Management, LLC
Hda Wealth Management, LLC (CRD# 317346) is a financial advisory firm headquartered in Poland, OH. They manage $92,350,000 in 517 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Hda Wealth Management, LLC
By the Numbers
-
Total Assets Under Management92MILLION
-
Total Number of Accounts517ACCOUNTS
-
Average Account Value$178,627
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, PA, TX
Financial Advisors at Hda Wealth Management, LLC
1
Mark Kollar (CRD# 2847301) is an Investment Advisor Representative working at Hda Wealth Management, LLC in Poland, OH and has over 27 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.