HDA WEALTH MANAGEMENT, LLC

POLAND, Ohio·2 registered advisors·CRD# 317346
SEC# 801-1305280330-980-0741
01

Firm Overview

AUM
$102M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HDA WEALTH MANAGEMENT, LLC

2 registered advisors
Mark Thomas Kollar
POLAND, Ohio
Michael James Dunham
POLAND, Ohio
05

Office Locations

POLAND, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. HDA WEALTH MANAGEMENT, LLC (CRD# 317346) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.