AdvisorOS Directory
Claim Profile
DH

Deforest Richard Hinman

WALTHAUSEN & CO., LLC·MALTA, New York
Unclaimed Profile
2691 ROUTE 9, MALTA, NY 12020-4319CRD# 4924034Firm CRD# 144996
01

About

Deforest Richard Hinman is a registered financial advisor based in MALTA, New York, affiliated with WALTHAUSEN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WALTHAUSEN & CO., LLC
WALTHAUSEN & CO., LLC
AUM
$489M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WALTHAUSEN & CO., LLC →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4924034
Firm CRD# 144996
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MALTA?

Browse all registered financial advisors in MALTA, New York or claim this profile if it's yours.

Browse MALTA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Deforest Richard Hinman offer?
Deforest Richard Hinman specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MALTA, New York for a consultation.
What are Deforest Richard Hinman's credentials?
Deforest Richard Hinman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deforest Richard Hinman located?
Deforest Richard Hinman is based in MALTA, New York, working with WALTHAUSEN & CO., LLC. Their office serves clients in the MALTA metropolitan area and surrounding communities.
How does Deforest Richard Hinman charge for services?
Deforest Richard Hinman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALTHAUSEN & CO., LLC?
WALTHAUSEN & CO., LLC has approximately 8 employees and manages $489M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MALTA
Paul Timothy Nichols — WALTHAUSEN & CO., LLCStanley Michael Westhoff — WALTHAUSEN & CO., LLCMark Logan Hodge — WALTHAUSEN & CO., LLCCurtis John Lasek — WALTHAUSEN & CO., LLCJohn Butler Walthausen — WALTHAUSEN & CO., LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile