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HFM INVESTMENT ADVISORS, LLC

GLASSBORO, NJ · CRD 289103 · IAPD ↗ · 856-232-2270

$404.1MRegulatory AUM
5Advisory reps
5Employees
25Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — HFM INVESTMENT ADVISORS, LLC reported RAUM up 26% ($261.2M -> $329.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2024 — HFM INVESTMENT ADVISORS, LLC notice-filed in CO, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2024 — HFM INVESTMENT ADVISORS, LLC reported RAUM up 42% ($183.6M -> $261.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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