R.H. Hansford & Co., Inc (Miami Beach)

R.H. Hansford & Co., Inc is a multi-state adviser based in Miami Beach. It manages $58.21 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, District of Columbia, Florida, and 12 other states.

R.H. Hansford & Co. provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

R.H. Hansford & Co.: assets under management

The assets under management (AUM) of R.H. Hansford & Co., Inc is $58.21 million. The firm's AUM has grown by 27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $33.5 million in discretionary accounts and $24.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $385.03 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.09 million.

Investments

The firm invests in exchange traded securities the most. They account for 45% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 40% of the firm’s portfolio. Investments in non-exchange traded securities form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay R.H. Hansford & Co., Inc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Rosemary Hoffman Hansford serves?

The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Rosemary Hoffman Hansford is high net worth individuals with 20 clients and $44.1 million of assets under management. Among the 4 most similar advisory firms, R.H. Hansford & Co. has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $58.21 million for 95 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.

R.H. Hansford & Co. doesn't advise any private funds.

Careers at R.H. Hansford & Co., Inc

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Rosemary Hoffman Hansford has been acting as President since 1 Apr 1994. Sheila Jaffe joined the executive team most recently as the Executive Vice Pres, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rosemary Hoffman Hansford	President	1 Apr 1994	75% - 100%	4409850
Sheila Jaffe	Executive vice pres, chief compliance officer	1 Apr 1994	Other	2045504

Based in Miami Beach

The principal office where R.H. Hansford & Co., Inc performs its advisory services is located at 5632 La Gorce Drive, Miami Beach, FL 33140 2140, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-868-9200 or by fax 305-864-6622. The normal business hours are 9:00 a.m. to 4:00 p.m. on Monday - Friday.