Honey Badger Advisors LLC

EST. AUM
$3,907,700

CONTACTS

CLIENT ACCOUNTS
26

Firm Details

Metro area New York City
CRD Number 314128
Website hbria.com
Client types

Overview

Honey Badger Advisors LLC is an independent, fee-only Registered Investment Advisory (RIA) firm headquartered in Rye, New York, founded in 2021 by Bozidar Jovanovic, PhD, CFA. The firm provides institutional-quality portfolio management, financial planning, retirement planning, risk management, and insurance services to individuals, families, institutions, and companies. It operates as a fiduciary, meaning it acts solely in the best interest of its clients without conflicts from sales commissions or third-party relationships. The firm serves clients through a values-based planning approach, constructing customized financial road maps aligned with individual goals, time horizons, and risk tolerance. Honey Badger Advisors manages approximately $2.15 million in assets for 21 clients, primarily individuals and pension/profit-sharing plans, and employs 2 investment adviser representatives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Honey Badger Advisors LLC

Platform Details

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