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HD Money
HD Money was established in 2013 and is headquartered in Sarasota, Florida. It provides wealth management and financial planning services centered on...
HD Money
HD Money was established in 2013 and is headquartered in Sarasota, Florida. It provides wealth management and financial planning services centered on retirement planning, portfolio management, and general financial advisory to individuals, high-net-worth clients, and corporate entities. The firm conducts discretionary portfolio management for individual and corporate accounts as a registered investment advisor. Its founder and lead advisor are not identified in public filings, and no data on assets under management, client accounts, or staff numbers have been reported.
General information
Firm type
Bank / Wealth / Trust
Year founded
2013
Location
Region
North America
Country
United States
City
Sarasota, St. Petersburg
Corporate office
Sarasota, FL, United States
Frequently asked questions
What services does HD Money provide?
HD Money offers retirement planning, financial planning, and discretionary portfolio management. The firm serves individuals, high-net-worth clients, and corporate entities, per its public record profile. Specific service tiers, fee schedules, and minimum account sizes are not publicly disclosed.
Who runs HD Money?
HD Money's principals have not been identified in publicly available corporate filings, regulatory disclosures, or press coverage. The firm operates without a published leadership page, LinkedIn presence, or media profile. This is consistent with a small, privately held advisory practice that does not actively market to institutional audiences.
Where is HD Money located and does it serve clients nationally?
HD Money is headquartered in Sarasota, Florida. Based on available public records, the firm's client base appears concentrated in Florida's Gulf Coast region. No additional office locations or nationwide service capabilities have been verified through regulatory filings or the firm's limited web presence.
Does HD Money disclose its assets under management?
No. HD Money does not publicly disclose its regulatory assets under management. The firm has not published AUM figures on its website, through regulatory filings that are publicly accessible, or via media coverage. This is not uncommon for privately held advisory practices operating below institutional reporting thresholds.
Is HD Money affiliated with a larger financial institution?
No affiliation with a larger bank, wirehouse, or product manufacturer has been identified. HD Money appears to operate as an independent registered investment advisor. This structural independence differentiates the firm from advisor teams operating within captive distribution platforms, though the absence of public disclosures limits further structural analysis.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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