Hwa Financial Group

CRD 120745 · Ellicott City, MD · $295.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 120745
SEC number: 801-113612
Firm type: RIA
Assets under management: $295.3M as of Mar 23, 2026
Website: www.linkedin.com/company/29120715/admin ↗
Phone: 410.696.4025
Address: 3448 Ellicott Center Drive, Suite 101, Ellicott City, MD, 21043

Advisors at this firm

3 in our index · page 1 of 1

Joseph R GeldCRD 6492641 · Ellicott City, MD

IA RegisteredRegistration inactive
Philip E HuberCRD 2998076 · Ellicott City, MD

IA Registered
Daniel Spencer PereiraCRD 6265851 · Ellicott City, MD

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 120745 ↗ FINRA BrokerCheck record for firm CRD 120745 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.