Hr Investment Consultants, Inc.

EST. AUM
$0

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area Baltimore
CRD Number 115623
Website 401kadvisor.com
Client types

Overview

Founded in 1990 and headquartered in Baltimore, HR Investment Consultants, Inc. specializes in participant-directed retirement plan consulting, including 401(k) and 403(b) programs. The firm, led by founder Joseph W. Valletta, CFA, provides fee-only fiduciary guidance, developing investment policy, conducting fund due diligence, benchmarking costs, and aiding plan governance and committee education—without receiving commissions and without offering discretionary asset management.

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

Hr Investment Consultants, Inc.

Platform Details

Investment Preferences

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Address

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