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Hhg & Company, LLC (Darien)


Hhg & Company, LLC is a large advisory firm based in Darien. It manages $1.1 billion of regulatory assets for 1,701 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Colorado, and 13 other states.

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Hhg & Company provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hhg & Company: assets under management

The assets under management (AUM) of Hhg & Company, LLC is $1.1 billion. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.05 billion in discretionary accounts and $55.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $656.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $524.4 thousand.
Hhg & Company has custody of $347.56 million in cash and securities for 90 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hhg & Company, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Darien

The principal office where Hhg & Company, LLC performs its advisory services is located at 23 Old Kings Hwy S, Darien, CT 06820 4519 The mailing address of the firm is 23 Old Kings Hwy S, Darien, CT 06820 4004. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-656-5500 or by fax 203-656-5501. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at hhg.net.


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