HOHENSEE FINANCIAL SERVICES, INC.

Overview

Hohensee Financial Services, Inc. is a small, privately owned corporate RIA that serves individual and family clients with portfolio management for individuals, small businesses and for business or institutional clients. The firm operates as a registered representative of a broker-dealer and also acts as an insurance broker. Its fee model blends percentage-of-assets-under-management with hourly charges. Hohensee does not identify as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices