H F M Investment Advisors, Inc. is a distinguished financial advisory firm established on April 28, 2015, with its mailing address at 5 Hunting Court, Newark, DE 19711. The company operates under the Florida Companies' Department of State and holds the Filings Number F15000001830 in status 'FORP'. Recognized for its deep personal involvement with its clients, H F M Investment Advisors views each client as a valued family or individual rather than just an entry in a database. Their team comprises seasoned professionals led by President and Portfolio Manager Mr. Kolle, with over 25 years of investment management experience and roles including senior equity analyst and portfolio manager at Smithbridge since May 1999. Additionally, Managing Director Mr. Champness brings more than 45 years of expertise to the firm, having managed significant financial operations for regional banks. Joan Kavanagh excels in client services with over 23 years of experience in the securities industry, while Mr. Keane, a Certified Financial Planner, brings extensive knowledge from his work helping families and organizations achieve their financial aspirations. As detailed on their official website, hfminvestmentadvisors.com, H F M Investment Advisors guides their clients through long-term family or corporate financial planning by intertwining personal values with capital management strategies. Their strategic leadership includes Stephen L Hyde who serves as a Director. The firm re-emerged in active status following a reinstatement event on October 29, 2016, and complies with their financial disclosure requirements evidenced by the filing of the annual report dated January 9, 2024.
KEY FACTS ABOUT H F M INVESTMENT ADVISORS, INC.
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US Businesses
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Companies in Florida
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Osceola County Companies
- Company name
- H F M INVESTMENT ADVISORS, INC.
- Status
- Active
- Filed Number
- F15000001830
- FEI Number
- 510292628
- Date of Incorporation
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April 28, 2015
Age - 11 years
- Home State
- DE
- Company Type
- Foreign for Profit
CONTACTS
- Website
- http://hfminvestmentadvisors.com
H F M INVESTMENT ADVISORS, INC. NEAR ME
- Principal Address
- 5 HUNTING COURT,
NEWARK,
DE,
19711
See Also