Hs & Co Investments Inc is a large advisory firm based in Everett. It manages $81.1 million of regulatory assets for 111 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
Hs & Co Investments provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hs & Co Investments Inc is $81.1 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Hs & Co Investments Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Hs & Co Investments Inc is owned by Richard Anderson. Fredric Sjoholm has been acting as President since 1 Aug 1993. William S Reith joined the executive team most recently as the Owner.
The principal office where Hs & Co Investments Inc performs its advisory services is located at 2825 Colby Ave, Everett, WA 98201 The mailing address of the firm is P.O. Box 1188, Everett, WA 98206 1188. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-252-3173 or by fax 425-339-5178. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.