HFR Wealth Management, LLC
HFR Wealth Management, LLC is an SEC-registered investment adviser headquartered in Niskayuna, New York. Established in 2021, the firm provides wealth management and investment advisory services, primarily serving individuals and families, as well as institutional investors. As a boutique advisory firm, it offers personalized portfolio management and financial planning solutions tailored to client needs. The firm maintains a small professional staff and focuses on delivering fiduciary service.
Investment Strategy
The firm employs a diversified, client-focused investment strategy that combines asset allocation, individualized portfolio construction, and risk management. HFR Wealth Management, LLC emphasizes long-term wealth preservation and growth through a mix of equities, fixed income, and alternative investments, selected to meet each client's goals, risk tolerance, and time horizon.
Top Holdings
Equity Positions (51)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APH | AMPHENOL CORP NEW | 5.52% | $22.9M | 231,448 | $34.47 | $98.75 | +$7.6M |
C CTAS | CINTAS CORP | 5.35% | $22.2M | 99,442 | $95.74 | $222.87 | +$1.7M |
A AMZN | AMAZON COM INC | 5.14% | $21.3M | 97,042 | $136.71 | $219.39 | +$2.9M |
C COST | COSTCO WHSL CORP NEW | 4.50% | $18.6M | 18,817 | $400.46 | $989.94 | +$816.8K |
I INTU | INTUIT | 4.46% | $18.5M | 23,427 | $492.22 | $787.63 | +$4.1M |