HGK Asset Management Inc

Wealth Management Firm in Southport, CT

Firm Info
Address: 107 John St # 3, Southport, CT 06890, USA
Phone: (203) 255-7568

Firm Size
Assets Under Management: $2.5 billion
# of Advisors: 7
# of Clients: 82
Client to Advisor Ratio: 12:1
Average Account Size: $30 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Hgk Asset Management Inc Overview

HGK Asset Management Inc is an investment advisory firm based in Jersey City, NJ. They have been providing their services since 1983 and have established themselves as a reliable option for investment advice. The firm operates on a fee-based arrangement which ensures that their advisors are focused on delivering value to their clients. As an investment advisory firm, HGK Asset Management Inc specializes in portfolio management for individuals, small businesses, and institutional clients. They offer investment advice only, ensuring that their advice is always unbiased, and focused on their clients' interests. They also offer portfolio management of pooled investment vehicles which provides clients with access to diversification in a wide range of securities. HGK Asset Management Inc's extensive experience in portfolio management has enabled them to offer customized solutions tailored to their clients' needs. Their services encompass investment management for all sectors, including corporate bonds, equities, preferred stocks, among others. With a client-focused approach, HGK strives to help their clients achieve financial success by providing them with investment strategies that align with their unique financial situations.

HGK Asset Management Inc. is renowned for providing top-notch investment management services to a diverse range of clients. From individuals to high net worth individuals, pooled investment vehicles to pension or profit sharing plans, charitable organizations to state or municipal government entities, and beyond, the firm is equipped to meet the needs of all clients. With a customer base that is so diverse and expansive, HGK Asset Management Inc brings a wealth of knowledge and experience to the table while catering to the financial needs of clients from all walks of life and institutions. HGK Asset Management Inc offers a range of fee structures depending on the service provided. These fee structures include percentages of AUM (assets under management) and performance-based fees, which are based on the performance of investments made on behalf of clients. These flexible fee structures allow HGK Asset Management Inc to accommodate clients with different preferences and various risk tolerances. The firm understands the value of transparency while setting fees that are reasonable and fair, ensuring clients have clarity on charges and can make informed investment decisions. Overall, HGK Asset Management Inc provides top-notch investment management services with flexible fee structures that benefit clients in the long run.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for HGK ASSET MANAGEMENT INC does not mention an investment minimum.

How This Office Can Help Southport, CT Residents

HGK Asset Management Inc offers a range of financial planning and investment management services to clients in Southport, CT. The firm aims to assist clients in achieving their financial goals, whether that entails saving for retirement, managing investments, or planning for the future. In Southport, many people face unique financial situations, such as high living costs, expensive property values, and the need to diversify investments. HGK Asset Management strives to help clients navigate these issues through tailored financial planning solutions. The firm utilizes a comprehensive approach to financial planning that considers many factors, including income streams, investments, retirement planning, insurance needs, tax considerations, and estate planning. HGK Asset Management can help Southport clients in many ways, such as analyzing their current portfolio and investment options, reviewing and selecting retirement plans, evaluating tax implications, and advising on the best estate planning strategies to help minimize overall tax liability. Through their trusted and personalized approach, HGK Asset Management Inc can create a strategy that meets the unique investment and financial needs of those living in Southport, CT.

To view the Minimum Investment and Fee Schedule for Hgk Asset Management Inc, visit their Part 2 Brochure.

Services Offered by Hgk Asset Management Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hgk Asset Management Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 107 John St # 3, Southport, CT 06890, USA
Phone (203) 255-7568
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location NEWPORT TOWER, 525 WASHINGTON BOULEVARD, JERSEY CITY, NJ 7310, United States

This firm has no other locations.

State Registrations

Hgk Asset Management Inc is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Hgk Asset Management Inc does not have any disclosures. Please visit it's Form ADV for more details.