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HDA WEALTH MANAGEMENT, LLC
HDA WEALTH MANAGEMENT, LLC
POLAND, Ohio
·
2 registered advisors
·
CRD# 317346
SEC# 801-130528
0
330-980-0741
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 Planning
Investment Management
04
Advisors at HDA WEALTH MANAGEMENT, LLC
2 registered advisors
Mark Thomas Kollar
POLAND, Ohio
CRD# 2847301
Michael James Dunham
POLAND, Ohio
CRD# 3157264
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
.