HODGE FINANCIAL SERVICES, LLC
CRD #127213 SEC #801-70530 HINSDALE, NH 800-552-2001
SEC Registered
Total AUM
$41.1M
Discretionary
$41.1M
Employees
1
Clients
10
Accounts
44
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $41.1M | $41.1M | $0 | 1 | 0 |
| Mar 2024 | $164.7M | $164.7M | $0 | 1 | 0 |
| Mar 2023 | $147M | $147M | $0 | 1 | 0 |
| Mar 2022 | $160.1M | $160.1M | $0 | 1 | 0 |
| Mar 2021 | $157.3M | $157.3M | $0 | 1 | 0 |
| Jun 2020 | $156.2M | $156.2M | $0 | 1 | 0 |
| Mar 2020 | $156.2M | $156.2M | $0 | 1 | 0 |
| Mar 2019 | $138.5M | $138.5M | $0 | 1 | 0 |
| Mar 2018 | $151.2M | $151.2M | $0 | 1 | 0 |
| Mar 2017 | $140.2M | $140.2M | $0 | 1 | 26 |
| Feb 2016 | $133M | $133M | $0 | 1 | 26 |
| Feb 2015 | $136.1M | $136.1M | $0 | 1 | 26 |
| Feb 2014 | $136M | $136M | $0 | 1 | 26 |
| Jan 2013 | $134.3M | $134.3M | $0 | 1 | 26 |
| Mar 2012 | $113.6M | $113.6M | $0 | 1 | 26 |
| Apr 2011 | $107.5M | $107.5M | $0 | 5 | -- |
| Sep 2009 | $50M | $50M | $0 | 5 | -- |
DateMar 2025
Total AUM$41.1M
Discretionary$41.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$164.7M
Discretionary$164.7M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$160.1M
Discretionary$160.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$156.2M
Discretionary$156.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$138.5M
Discretionary$138.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$151.2M
Discretionary$151.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$140.2M
Discretionary$140.2M
Non-Disc.$0
Employees1
Clients26
DateFeb 2016
Total AUM$133M
Discretionary$133M
Non-Disc.$0
Employees1
Clients26
DateFeb 2015
Total AUM$136.1M
Discretionary$136.1M
Non-Disc.$0
Employees1
Clients26
DateFeb 2014
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees1
Clients26
DateJan 2013
Total AUM$134.3M
Discretionary$134.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--