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Hopwood Financial Sevices, Inc. (Vienna)


Hopwood Financial Sevices, Inc. is a large advisory firm based in Vienna. It manages $47.46 million of regulatory assets for 129 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Maryland and Virginia.

Hopwood Financial Sevices provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hopwood Financial Sevices: assets under management

The assets under management (AUM) of Hopwood Financial Sevices, Inc. is $47.46 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $367.87 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hopwood Financial Sevices, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Vienna

The principal office where Hopwood Financial Sevices, Inc. performs its advisory services is located at 100 East Street, S.E., Vienna, VA 22180, 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 703-281-4750 or by fax 703-281-4751. The normal business hours are 8:30am - 5:00pm on Monday - Friday.


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