H&H Retirement Design And Management Inc is a large advisory firm based in Las Vegas. It manages $119.31 million of regulatory assets for 814 client accounts. It has been registered with the SEC as an adviser since 2019.
H&H Retirement Design And Management provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm also engages as registered agent services.
The assets under management (AUM) of H&H Retirement Design And Management Inc is $119.31 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 advisory firm has several streams of revenue. Clients pay H&H Retirement Design And Management 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.
The only and largest group of clients of H&H Retirement Design And Management is high net worth individuals with 111 clients and $119.31 million of assets under management. Among the 11 most similar advisory firms, H&H Retirement Design And Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $119.31 million for 111 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
H&H Retirement Design And Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where H&H Retirement Design And Management Inc performs its advisory services is located at 1980 Festival Plaza Drive, Las Vegas, NV 89135, which is also the mailing address of the firm. An additional office of the firm is in Henderson, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 844-702-1040 or by fax 702-966-3845. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at certifiedadvisor.net.