03/31/2023
Top Buys (13F)
- Name% Change
- Name% Change
03/31/2023
Top Sells (13F)
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03/31/2023
13F Holdings Summary
03/31/2023
13F Sector Allocation Over Time
Fund Metrics
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View Last Form Adv Compilation Report on Record
HFI WEALTH MANAGEMENT8530 SHEPHERDSTOWN PIKE
SHEPHERDSTOWN WV 25443
Country: United States
Business Phone: 304-876-2619
Fax: 304-876-1126
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Corporation |
| Organized in: | WV |
| Number of employees: | 9 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | |
| Total Number of Clients: | 0 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
Data above was derived from SEC filings.
Active Schedule 13D and 13G events
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HOXTON FINANCIAL, INC.
| Name | Title | Start Date | Direct/Indirect | % Ownership | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOXTON, ARCHIBALD, ROBINSON | PRESIDENT, CHIEF COMPLIANCE OFFICER | 07/01/2002 | Direct | 75% or more | |||||||||||||||||||||
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| CONNELL, JULIA, MARIE | SECRETARY | 01/01/2007 | Direct | 10 - 25% | |||||||||||||||||||||
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WhaleScore history for HOXTON FINANCIAL, INC.
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