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Hopwood Financial Services
HOPWOOD FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in RESTON, VA, registered since 2003. The firm manages approximately $750 million in...
Hopwood Financial Services
HOPWOOD FINANCIAL SERVICES, INC. is an SEC-registered investment adviser in RESTON, VA, registered since 2003. The firm manages approximately $750 million in regulatory assets. It has 11 employees and 6 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What is the regulatory status of Hopwood Financial Services?
Hopwood Financial Services is structured as a registered investment adviser (RIA) in the United States, per its Investment Adviser Public Disclosure (IAPD) registration. As an RIA, the firm is legally bound by a fiduciary standard when serving clients. The firm's specific regulatory assets under management and filing jurisdiction are not publicly disseminated in searchable databases, which may indicate state-level registration or a small-firm exemption from certain disclosure requirements.
Who runs Hopwood Financial Services?
No principals' names have been disclosed through public filings, media records, or professional directory listings associated with Hopwood Financial Services. The firm lacks a public-facing website and has not maintained a LinkedIn profile, leaving the identity of its founder, CEO, or investment committee members unconfirmed. This opacity is atypical for growth-oriented RIAs.
What services does Hopwood Financial Services offer?
Based on its RIA registration, Hopwood Financial Services offers discretionary portfolio management and advisory services. The specific service mix — which may include financial planning, retirement income strategies, or estate planning — cannot be verified without a firm brochure or direct disclosure. There is no indication the firm advises pooled investment vehicles or alternative assets.
Does Hopwood Financial Services manage institutional capital?
The firm's client base is not publicly disclosed. No institutional allocator mandates, pension fund relationships, or endowment ties have been reported in financial media. The absence of institutional marketing infrastructure suggests the firm primarily serves individual and family-office-style retail wealth accounts.
How can an investor research or contact Hopwood Financial Services?
No contact information is publicly available for Hopwood Financial Services. The firm does not maintain a website, LinkedIn page, or professional directory listing. Interested parties may attempt to retrieve limited contact details from the SEC's IAPD database, though the firm's most recent Form ADV filing may be filed at the state level and not readily accessible online.
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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