HFS Wealth Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

8350 Meadow Rd Ste 181, Dallas, Texas, 7...

Phone Number

(214) 346-0785

Revenue

$25 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About HFS Wealth Management

HFS Wealth Management is a private wealth management firm based in Dallas, Texas, that specializes in wealth and asset management for high net worth individuals and families with complex financial needs. The firm offers a range of services including financial organization, investment management, estate planning, and philanthropic planning, all tailored to meet the unique challenges of their clients. As a fee-only registered investment advisor, HFS prioritizes client interests and provides a responsive, service-focused experience. Additionally, HFS has a private investment affiliate, HFS Capital Partners, which focuses on proprietary investment strategies in real estate and energy.Explore more
HFS Wealth Management's Social MediaPopular SearchesHfs Wealth ManagementHfs Nla Loan Fund LPHfs Lo Investors LPHFS Cherokee Commons LPHFS Phoenix 10 Fund LPSIC Code 62,628NAICS Code 52,523Show more

HFS Wealth Management Org Chart

PhoneEmail
DC
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Partner, Director of Wealth Management

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RM
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Senior Manager, Wealth

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AK
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Senior Manager, Wealth

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SH
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Manager, Wealth

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MC
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Manager, Wealth

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Compare insights from companies similar to HFS Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HFS Wealth Management

$25M
11-50
Private
-
1994
DC
Derek ChildsPartner, Director of Wealth Management
$9.1M
11-50
Private
<$5M
1975
$5.6M
1-10
Private
-
2010
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

HFS Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HFS Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HFS Wealth Management.

HFS Wealth Management Tech Stack

A closer look at the technologies used by HFS Wealth Management

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Frequently Asked Questions Regarding HFS Wealth Management

What is HFS Wealth Management's official website?
HFS Wealth Management's official website is www.hfs-wm.com
What is HFS Wealth Management's Revenue?
HFS Wealth Management's revenue is $25 Million
What is HFS Wealth Management's SIC code?
HFS Wealth Management's SIC: 62,628
What is HFS Wealth Management's NAICS code?
HFS Wealth Management's NAICS: 52,523
How many employees does HFS Wealth Management have?
HFS Wealth Management has 11-50 employees
What industry does HFS Wealth Management belong to?
HFS Wealth Management is in the industry of: Finance, Securities Trading
What is HFS Wealth Management competition?
HFS Wealth Management top competitors include: Bay Harbor Wealth Management, Radnor Financial Advisors, Waterford Advisors, Poulos Advisors
What technology does HFS Wealth Management use?
Some of the popular technologies that HFS Wealth Management uses are: Barracuda Networks, Sched, Microsoft 365, Barracuda Email Security Gateway
How do I contact HFS Wealth Management?
HFS Wealth Management contact info: Phone number: (214) 346-0785 Website: www.hfs-wm.com
What does HFS Wealth Management do?

HFS Wealth Management is a private wealth management firm based in Dallas, Texas, that specializes in wealth and asset management for high net worth individuals and families with complex financial needs. The firm offers a range of services including financial organization, investment management, estate planning, and philanthropic planning, all tail... ored to meet the unique challenges of their clients. As a fee-only registered investment advisor, HFS prioritizes client interests and provides a responsive, service-focused experience. Additionally, HFS has a private investment affiliate, HFS Capital Partners, which focuses on proprietary investment strategies in real estate and energy.Read More

What are HFS Wealth Management social media links?
HFS Wealth Management Linkedin page HFS Wealth Management Facebook page
Is HFS Wealth Management a public company?
HFS Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about HFS Wealth Management

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