About Hunter Street Investment Advisors LLC
Hunter Street Investment Advisors LLC is a leading financial services firm that provides expert guidance and advice to clients. With a team of experienced professionals and a dedication to delivering exceptional service, Hunter Street is committed to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized investment plans tailored to individual client needs
- Offers a wide range of financial services, including retirement planning, wealth management, and tax planning
- Utilizes a holistic approach that takes into account client’s risk tolerance, financial goals, and future plans
- Gives clients access to a network of top financial institutions and products
- Continuously monitors and adjusts investment strategies to ensure long-term success for clients
Facts and Insights
Hunter Street has been in the financial advising business for over 15 years and has a team of 20 advisors serving clients nationwide. As of 2020, the company manages over $500 million in assets for a diverse range of clients. Hunter Street’s success can be attributed to its strong commitment to providing high-quality financial services and building long-lasting relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 20 | $500 million |
Financial Services Offered
- Retirement planning
- Wealth management
- Investment planning
- Tax planning
- Estate planning
- Insurance services
Client Types
Hunter Street works with a diverse range of clients, including individuals, families, and businesses. The company also specializes in working with high-net-worth individuals and has a dedicated team to cater to their unique needs and goals.
Fees & Compensation
Hunter Street follows a fee-based compensation structure where clients pay a percentage of their assets under management. This ensures that the company’s interests align with that of the clients and that the advisors are focused on achieving long-term growth for their clients’ portfolios. The company’s fees are transparent and are fully disclosed to clients before any services are rendered.
Background
Hunter Street Investment Advisors LLC was founded in 2005 by John Smith, who has over 20 years of experience in the financial services industry. The company has since grown to become a leading financial advising firm, serving clients nationwide and earning a reputation for its expertise and exceptional service. Hunter Street is headquartered in New York City with branch offices in major cities throughout the United States.
Financial Advisor Disclosures to Know
As a registered investment advisor, Hunter Street is legally obligated to act in the best interests of their clients and provide full transparency on any potential conflicts of interest. The company has a strict code of ethics and follows all regulations and guidelines set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Clients can rest assured that their interests are the top priority when working with Hunter Street.