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HUCKIN FINANCIAL GROUP, INC.

CRD No. 8593 | Texas | Insurance Adviser, RIA/Wealth Manager | Last Form ADV Filed on 26 Dec 2021 | Registration: State | Not Currently Registered
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HUCKIN FINANCIAL GROUP, INC. filed its most recent ADV on December 26, 2021. The firm disclosed $1.42 M in assets. Its largest client type are individuals (other than high net worth individuals) and the firm attributes 100.00% of its AUM to individuals (other than high net worth individuals). It disclosed 3 employees and 2 accounts in its latest filing.

Identifying Information
CRD No.
8593
Latest Filing
26 Dec 2021
Form of Organization
Corporation
Legal Domicile
TX, United States
Registration
State
State Regulator Details
MN | APPROVED | 2021-11-29
TX | APPROVED | 1983-01-01
Contact Details
Street Address
4265 SAN FELIPE, SUITE 510
City
HOUSTON
Postal Code
77027
Location
Texas, United States
Phone
000-000-0000
Fax
000-000-0000
Company Information
Client Type Type Clients AUM
Individuals (other than high net worth individuals) 000 $0,000,000,000
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
-42 %
Last change in AUM (Annualized)
26 %
Total Reg. AUM $1,415,993
Discretionary $1,415,993
Non-Discretionary $0
$1.416M
Employee Strength 3
3
No. of Accounts 2
Discretionary 2
Non-Discretionary 0
2

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Direct Owners
DEMBSKI, MARIA
CCO (less than 5%)
HUCKIN, DAVID LAWRENCE
PRESIDENT (75% or more)

SEC Links
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In Texas
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