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Secretary and Assitant Treasurer · HFH Planning Inc.

Peter D. May

CRD 4999166 · 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 Peter D. May on its Form ADV as Secretary and Assitant Treasurer, a control person.

Firms and roles

  • HFH Planning Inc.Secretary and Assitant TreasurerWealth manager · United States · $206M in regulatory assets

AtlasMembers

Peter’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
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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

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