Hedge Fund Database

H&H RETIREMENT DESIGN AND MANAGEMENT INC

Adviser information for H&H RETIREMENT DESIGN AND MANAGEMENT INC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Nevada, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 494 $197.2M
Non-Discretionary 61 $32.9M
Total 555 $230.0M

Clients

Type Number RAUM
Individuals 90 $34.3M
HNW Individuals 60 $195.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 5
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Insurance broker or agentAccountant or accounting firmREGISTERED AGENT SERVICES

Identifiers

SEC RIA File Number 801-114697
SEC ERA File Number 801-114697
SEC CIK Numbers 1802635
SEC CRD Numbers 171750
Legal Entity Identifier None

Principal Office

1980 FESTIVAL PLAZA DRIVE
SUITE 300
LAS VEGAS
NV
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 702-470-2660, Fax: 702-966-3845

Websites

www.facebook.com/kenhimmlerdotcom twitter.com/kenhimmler www.hhtba.net www.kenhimmler.com www.linkedin.com/in/kenhimmler/ www.hhrdm.com www.totalretirementfreedom.com/ hhfinancialcenter.com hhfc.financial hhfc.accountants www.linkedin.com/in/amanda-devilbiss-fuller-crpc-a7087359/ www.youtube.com/channel/ucx43ft2su58o2_1yef55e1a www.wiserwealth.financial www.adept.financial

Chief Compliance Officer

KENNETH HIMMLER
CEO AND CCO
1980 FESTIVAL PLAZA DRIVE
SUITE 300
LAS VEGAS
NV
United States
Tel: 702-470-2660
Fax: 702-966-3845
(Full email address available in API data)

Regulatory Contact

AMANDA DEVILBISS FULLER
DIRECTOR OF STRATEGIC PLANNING
1980 FESTIVAL PLAZA DRIVE
SUITE 300
LAS VEGAS
NV
United States
Tel: 702-470-2660
Fax: 702-966-3845
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
HIMMLER, KENNETH Individual – CHIEF COMPLIANCE OFFICER AND CHIEF EXECUTIVE OFFICER 01/2016 > 75%

No. Employees, Historic

105020192020202120222023202420256 on 6/3/20196 on 11/8/20197 on 1/2/20205 on 1/16/20205 on 1/24/20205 on 1/29/20206 on 3/4/20205 on 4/14/20205 on 5/18/20204 on 7/20/20204 on 8/19/20204 on 8/31/20203 on 10/9/20203 on 1/14/20218 on 3/4/202110 on 3/19/202110 on 4/22/202110 on 5/18/202110 on 6/24/202110 on 8/3/202110 on 8/25/202110 on 11/2/202110 on 11/22/20217 on 3/29/20227 on 6/30/20227 on 11/16/20227 on 1/12/20235 on 3/30/20235 on 6/13/20235 on 12/12/20235 on 12/12/20235 on 3/20/20245 on 3/29/2024

RAUM, Historic

300M150M02019202020212022202320242025119312000 on 6/3/2019119312000 on 11/8/2019119312000 on 1/2/2020119312000 on 1/16/2020151453191 on 1/24/2020151453191 on 1/29/2020151453191 on 3/4/2020151453191 on 4/14/2020151453191 on 5/18/2020151453191 on 7/20/2020151453191 on 8/19/2020151453191 on 8/31/2020151453191 on 10/9/2020151453191 on 1/14/2021151453191 on 3/4/2021181060000 on 3/19/2021181060000 on 4/22/2021181060000 on 5/18/2021181060000 on 6/24/2021181060000 on 8/3/2021181060000 on 8/25/2021181060000 on 11/2/2021181060000 on 11/22/2021192465420 on 3/29/2022192465420 on 6/30/2022192465420 on 11/16/2022192465420 on 1/12/2023146194860 on 3/30/2023146194860 on 6/13/2023187762624 on 12/12/2023187762624 on 12/12/2023198430876 on 3/20/2024230017426 on 3/29/2024

No. Clients, Historic

20010002019202020212022202320242025111 on 6/3/2019111 on 11/8/2019111 on 1/2/2020111 on 1/16/2020121 on 1/24/2020121 on 1/29/2020121 on 3/4/2020121 on 4/14/2020121 on 5/18/2020121 on 7/20/2020121 on 8/19/2020121 on 8/31/2020121 on 10/9/2020121 on 1/14/2021121 on 3/4/2021126 on 3/19/2021126 on 4/22/2021126 on 5/18/2021126 on 6/24/2021126 on 8/3/2021126 on 8/25/2021126 on 11/2/2021126 on 11/22/2021127 on 3/29/2022127 on 6/30/2022127 on 11/16/2022127 on 1/12/2023140 on 3/30/2023140 on 6/13/2023150 on 12/12/2023150 on 12/12/2023139 on 3/20/2024150 on 3/29/2024

Holdings

From latest 13F, filed July 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ADOBE INC COM 487K 877 0
AIR PRODS & CHEMS INC COM 383K 2K 0
ALPHABET INC CAP STK CL A 1M 7K 0
AMAZON COM INC COM 1M 7K 0
ANNALY CAPITAL MANAGEMENT IN COM NEW 286K 14K 0
APOLLO COML REAL EST FIN INC COM 366K 34K 0
APPLE INC COM 549K 2K 0
ARBOR REALTY TRUST INC COM 295K 22K 0
AUTODESK INC COM 391K 2K 0
BOOKING HOLDINGS INC COM 1M 288 0
CARMAX INC COM 614K 8K 0
CENCORA INC COM 555K 2K 0
CHECK POINT SOFTWARE TECH LT ORD 603K 4K 0
CHEVRON CORP NEW COM 247K 2K 0
COSTCO WHSL CORP NEW COM 362K 428 0
CVS HEALTH CORP COM 248K 4K 0
DIAGEO PLC SPON ADR NEW 682K 5K 0
DISNEY WALT CO COM 524K 6K 0
DIVERSIFIED HEALTHCARE TR COM SH BEN INT 225K 71K 0
ECOLAB INC COM 276K 1K 0
ELEVANCE HEALTH INC COM 735K 1K 0
FISERV INC COM 346K 2K 0
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 3M 76K 0
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 1M 71K 0
INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 1M 11K 0
INVESCO QQQ TR UNIT SER 1 438K 908 0
IQVIA HLDGS INC COM 1M 5K 0
IRON MTN INC DEL COM 871K 9K 0
ISHARES TR CORE S&P500 ETF 216K 388 0
ISHARES TR RUS 1000 ETF 3M 9K 0
ISHARES TR MSCI UK ETF NEW 217K 6K 0
ISHARES TR TIPS BD ETF 7M 65K 0
ISHARES TR ISHS 1-5YR INVS 2M 37K 0
ISHARES TR EAFE VALUE ETF 311K 6K 0
ISHARES TR US HOME CONS ETF 1M 9K 0
ISHARES TR ISHS 5-10YR INVT 5M 97K 0
ISHARES TR RESIDENTIAL MULT 1M 13K 0
ISHARES TR 0-5 YR TIPS ETF 2M 16K 0
ISHARES TR BROAD USD HIGH 210K 6K 0
ISHARES TR ROBOTICS ARTIF 991K 29K 0
ISHARES TR SELF DRIVNG EV 860K 28K 0
J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 317K 5K 0
MASTERCARD INCORPORATED CL A 819K 2K 0
META PLATFORMS INC CL A 1M 2K 0
MICROSOFT CORP COM 1M 3K 0
OFFICE PPTYS INCOME TR COM SHS BEN INT 52K 19K 0
PACER FDS TR DATA AND INFRAST 968K 34K 0
QUALCOMM INC COM 447K 2K 0
READY CAPITAL CORP COM 168K 18K 0
SALESFORCE INC COM 393K 2K 0
SCHWAB CHARLES CORP COM 805K 12K 0
SELECT SECTOR SPDR TR SBI INT-UTILS 4M 52K 0
SELECT SECTOR SPDR TR SBI MATERIALS 4M 47K 0
SELECT SECTOR SPDR TR ENERGY 4M 44K 0
SELECT SECTOR SPDR TR FINANCIAL 1M 29K 0
SELECT SECTOR SPDR TR INDL 5M 36K 0
SELECT SECTOR SPDR TR TECHNOLOGY 4M 17K 0
SELECT SECTOR SPDR TR SBI CONS STPLS 5M 64K 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 5M 32K 0
SELECT SECTOR SPDR TR SBI CONS DISCR 3M 14K 0
SELECT SECTOR SPDR TR RL EST SEL SEC 994K 24K 0
SPDR SER TR S&P DIVID ETF 1M 10K 0
SPDR SER TR BBG CONV SEC ETF 27M 373K 0
STARBUCKS CORP COM 543K 7K 0
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 999K 6K 0
UNITEDHEALTH GROUP INC COM 474K 848 0
VANECK ETF TRUST JP MRGAN EM LOC 260K 11K 0
VANECK ETF TRUST MORTGAGE REIT 988K 83K 0
VANGUARD BD INDEX FDS SHORT TRM BOND 2M 26K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 2M 21K 0
VANGUARD BD INDEX FDS LONG TERM BOND 6M 91K 0
VANGUARD INDEX FDS VALUE ETF 339K 2K 0
VANGUARD INDEX FDS MID CAP ETF 373K 1K 0
VANGUARD INDEX FDS REAL ESTATE ETF 1M 12K 0
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K 0
VANGUARD MALVERN FDS STRM INFPROIDX 2M 33K 0
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 6M 81K 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 421K 7K 0
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 328K 7K 0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 411K 8K 0
VANGUARD WORLD FD INF TECH ETF 213K 364 0
VANGUARD WORLD FD EXTENDED DUR 12M 162K 0
VEEVA SYS INC CL A COM 231K 1K 0
VISA INC COM CL A 713K 3K 0
WISDOMTREE TR US LARGECAP DIVD 5M 66K 0
WISDOMTREE TR US SMALLCAP DIVD 5M 147K 0
WP CAREY INC COM 325K 5K 0