Dan Hassey Investment Advisory
Firm details
- Headquarters
- ,
- CRD number
- 324462
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.56%
- Individuals44.44%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dan Hassey Investment Advisory is a single-advisor, sole proprietorship run by Dan Hassey that provides portfolio management primarily for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and reports a client base made up of individual and family relationships rather than institutional mandates. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities60%
- Cash & Cash Equivalents27%
- Exchange Traded Equities10%
- Derivatives3%
Contacts
1 of 1
Dan Hassey
Registered Investment AdvisorCRD 718005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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