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HUNGERFORD FINANCIAL LLC

GRAND RAPIDS, MI · CRD 249789 · IAPD ↗ · hungerfordfinancial.com · 616-302-1558

$492.1MRegulatory AUM
5Advisory reps
5Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — HUNGERFORD FINANCIAL LLC reported RAUM up 30% ($378.3M -> $492.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2024 — HUNGERFORD FINANCIAL LLC now reports custody of client assets ($42.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.