DFX Intelligence

N••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

N••••

FINANCIAL CHOICE INC, CRD 317450

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Search this name across graphsid dfx:ria:0d4955a0-be17-db11-f09d-1bdd14983676

Data as of May 25, 2023 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 17, 2021 to May 25, 2023
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $281,737••• Locked
Discretionary RAUM: $281,737
Private client RAUM: $281,737derived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••• S•••••	CO-FOUNDER, CTO	D	yes	06/2021	Dec 17, 2021	May 25, 2023
H••• Z•••••••	CO-FOUNDER	B	yes	03/2023	Mar 3, 2023	May 25, 2023

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 3, 2023	$281,737	$281,737	3	1	0	n/a	n/a

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$281,737	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Relationships

Controls (3)

← W••••• K•••••••••OwnerCO-FOUNDER, CEO, CCO, ownership code D, individual
Dec 17, 2021 to presentfactForm ADV
← H••••• S•••••OwnerCO-FOUNDER, CTO, ownership code D, individual
Dec 17, 2021 to presentfactForm ADV
← H••• Z•••••••OwnerCO-FOUNDER, ownership code B, individual
Mar 3, 2023 to presentfactForm ADV

Dated events

Occurred
Mar 3, 2023
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 17, 2021
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d4955a0-be17-db11-f09d-1bdd14983676
First observed: Dec 17, 2021
Last observed: May 25, 2023 40 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.