Hanna Financial And Tax Services
RIASEC Registered
Total AUM
$14M
Discretionary
$0
0% of AUM
Avg account
$187K
Accounts
75
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 133825
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hanna Financial And Tax Services operates as a corporation focused on providing financial advisory services to individuals and families. The firm specializes in portfolio management for small businesses and individuals, emphasizing a fee structure based on a percentage of assets under management. While the firm does not actively engage in ESG investing, it maintains affiliations with insurance companies, which complement its advisory activities.
Assets & Accounts
Public Holdings
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
- Other100%
Contacts
1 of 1Timothy Hanna
Registered RepresentativeCRD 2208923
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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