Herbert
Reilly

Hfr Wealth Management, LLC

CRD#1717740
Investment Advisor
in Niskayuna, NY

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About this Advisor

Herbert Reilly is a financial advisor based in Niskayuna, New York, working with Hfr Wealth Management, LLC. Herbert has previously held a position at Hfr Wealth Management, LLC. Herbert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Herbert is part of Hfr Wealth Management, LLC, which operates out of Niskayuna, New York. The firm has 1 office and 6 employees. The firm manages assets totaling $513.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Hfr Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Niskayuna, NY

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Hfr Wealth Management, LLC Brokerage Details

Total Assets Under Management

$513,320,817

Total Number of Employees

6

Total Number of Accounts

744

Average Account Size

$689,947

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Herbert Reilly Work History

1995 - Present (29 years)

Hfr Wealth Management, LLC

Disclosures

Please visit the SEC profile of Herbert Reilly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hfr Wealth Management, LLC

Herbert Reilly Iv
Niskayuna, NY
Michael Reilly
Niskayuna, NY
Christopher Hurley
Central Square, NY
Herbert Reilly
Niskayuna, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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