H & S Financial Advisors Inc.
Firm details
- Headquarters
- ,
- CRD number
- 113418
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
H & S Financial Advisors Inc. is a small, corporately organized advisory practice that serves individual and family clients. The firm is owner-operated and charges fees based on a percentage of assets under management. Its regulatory filings classify its advisory work as portfolio management for individuals and small businesses and include market timing services. The firm identifies its primary business activity as accounting rather than as a traditional capital allocator, and it does not present itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Other65%
- Exchange Traded Equities35%
Contacts
1 of 1Gerald Hohnstein
Investment Advisor RepresentativeCRD 2653358
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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