JIM Hannley, LLC
Firm details
- Headquarters
- ,
- CRD number
- 130319
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jim Hannley, LLC is an independent registered investment advisory firm that focuses on providing financial planning services and portfolio management for individuals, families, and small businesses. The firm operates as a limited liability company and is structured to serve a diverse client base, including both individual and institutional clients. Their fee structure is flexible, incorporating a percentage of assets under management, hourly charges, and fixed fees, allowing them to cater to various client needs.
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
- Public Funds/Mutual Funds64%
- Exchange Traded Equities27%
- Cash & Cash Equivalents9%
Contacts
1 of 1
James Hannley
Managing MemberCRD 2424820
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Riskhedge Analytics, LLC
RIANavarro Asset Management, LLC
RIASchaumburg, IL
Pioneer Advisory LLC
RIAJersey City, NJ
Pape Financial
RIAVaquita Sun, Inc.
RIAFort Lauderdale, FL
Financial Connection, Inc
RIABoca Raton, FL