Eugenio
Garibay Canavati

Hfg Wealth Management, LLC

CRD#7556398
Investment Advisor
in Spring, TX

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About this Advisor

Eugenio Garibay Canavati is a financial advisor working in Spring, Texas with 1 year of relevant experience. Garibay Canavati works at Hfg Wealth Management, LLC. Garibay Canavati has gained experience at Hfg Wealth Management, LLC, Petrocchi Investments, Profound Lives LLC, Bentley University, Tecnologico De Monterrey, Axera and Student. Garibay Canavati holds a Series 65 license, certifying them as an investment advisor representative, and is able to work in Texas. Hfg Wealth Management, LLC is a company that has its headquarters in Spring, TX. The firm has a total of 12 financial advisors. It oversees $404 million in assets across its 1,379 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves six charities and foundations. Of its 1,379 accounts, 56% are held by high-net-worth individuals who have at least $1 million in investable assets. Hfg Wealth Management, LLC provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on the type of services provided. However, fees charged by Hfg Wealth Management, LLC can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1790 Hughes Landing,Suite 350 Two Hughes Landing
Spring, TX 77380

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Hfg Wealth Management, LLC Brokerage Details

Total Assets Under Management

$403,811,040

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

1,379

TX Average: 2,315
Average Account Size

$292,829

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Eugenio Garibay Canavati Work History

Eugenio has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Hfg Wealth Management, LLC

2020 - 2022 (2 years)

Petrocchi Investments

2019 - 2020 (1 year)

Profound Lives LLC

2017 - 2019 (2 years)

Bentley University

2015 - 2017 (2 years)

Tecnologico De Monterrey

2013 - 2016 (3 years)

Axera

2012 - 2013 (1 year)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eugenio Garibay Canavati 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 Hfg Wealth Management, LLC

Sterling Gray
Spring, TX
Kathryn Bates
Spring, TX
Jacob Guinn
Spring, TX
Larry Harvey
Spring, TX
David Lee
Spring, TX
Bridget Vanyo
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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