HAHN FINANCIAL GROUP

RIASEC RegisteredEst. 2014

Total AUM

$189M

Discretionary

$189M

100% of AUM

Avg account

$56.1K

Accounts

3,363

Employees

Advisory reps

Firm details

Headquarters: SIOUX FALLS, South Dakota
CRD number: 169787
Registered since: October 14, 2014
Website: www.hahnfinancialgroup.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Individuals74.62%
HNWI22.31%
Charitable Organizations3.07%
Corporations / Businesses0.01%
Services: Portfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Hahn Financial Group is a privately held corporate advisory firm, SEC-registered since 2014, that positions itself as a capital allocator for both individual/family and institutional clients. The firm charges advisory fees as a percentage of assets under management and also operates as an insurance broker. Its advisory services include portfolio management for individuals and small businesses, selection of other advisers, pension consulting-related services, and publication of periodicals or newsletters. FINTRX classifies the firm as a capital allocator and notes it does not identify as an active ESG investor.