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FinanceHQ LLC

EST. AUM
$100,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number 325157
Website financehq.com
Client types

Overview

FinanceHQ LLC is an SEC-registered Registered Investment Adviser (RIA) headquartered in Coral Gables, Florida. The firm operates a technology-driven platform that connects individuals with independent fiduciary financial advisors and registered investment advisory firms. Rather than providing discretionary portfolio management, FinanceHQ matches clients with qualified advisors based on their financial goals, investment needs, and personal circumstances. Through its digital platform, the firm supports investor access to personalized financial planning and wealth management services while helping advisory firms expand their client base.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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