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RIA · CRD 116733

Updated:

H.R. Financial Services

HR Financial Services (HRFS) are independent mortgage brokers based in Coventry. They help buyers find the best mortgage deals available for their specific...

Overview

HR Financial Services (HRFS) are independent mortgage brokers based in Coventry. They help buyers find the best mortgage deals available for their specific circumstances and also offer insurance services. The firm opened in the summer of 2021 and works with multiple lenders to arrange mortgages for buyers, landlords and investors.

General information

Firm type

RIA

Year founded

2021

Location

Region

North America

Country

United States

City

Coventry

Sector focus

Private CreditReal EstateInfrastructure

Frequently asked questions

Who runs investment decisions at H.R. Financial Services?

The firm does not publicly disclose its key personnel or investment committee structure. Regulatory filings under the Investment Advisers Act of 1940 list H.R. Financial Services as a state-registered adviser, but individual names are not available in public records.

What investment strategies does H.R. Financial Services focus on?

The firm concentrates on private credit (direct lending, mezzanine financing), infrastructure debt and equity, and commercial real estate. Its regulatory ADV filings indicate an emphasis on illiquid, income-oriented assets rather than public equities or fixed income (per SEC Form ADV, 2024).

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