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President and Chief Compliance Officer · HFH Planning Inc.

George M. Poole

CRD 5339881 · Named on Form ADV at one SEC-registered adviser

At a glance

HFH Planning Inc., an SEC-registered wealth manager with $206 million in regulatory assets, lists George M. Poole on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • HFH Planning Inc.President and Chief Compliance OfficerWealth manager · United States · $206M in regulatory assets

AtlasMembers

George’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Peter D. MaySecretary and Assitant Treasurer, HFH Planning Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For George’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.