Hg International, Inc. (Staunton)


Hg International, Inc. is an adviser based in Staunton. It manages $37.3 million of regulatory assets for 88 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Virginia.

Hg International provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hg International: assets under management

The assets under management (AUM) of Hg International, Inc. is $37.3 million. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $36.8 million in discretionary accounts and $500 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $460 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $62.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hg International, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Staunton

The principal office where Hg International, Inc. performs its advisory services is located at 1600 N Coalter Street, Staunton, VA 24401 The mailing address of the firm is P. O. Box 2605, Staunton, VA 24402. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-887-8300 or by fax 540-887-7560. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at www.thehendersongroup.com.