HG TAILORED FINANCIAL SERVICES

HG TAILORED FINANCIAL SERVICES of DALLAS, TX is an SEC-registered investment adviser (CRD 317598). Regulatory assets under management: $79.3M.

Registration

• CRD: 317598
• Type: Registered investment adviser
• Location: 14180 DALLAS PARKWAY, DALLAS, TX, 75254
• Phone: 972-332-4868
• Latest filing: 2026-02-20
• Regulatory AUM: $79.3M
• Discretionary AUM: $79.3M
• Clients: 2
• Accounts: 484

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317598 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search