H & S Financial Advisors Inc.

RIASEC Registered
Total AUM
$4.5M
Discretionary
$4.5M
100% of AUM
Avg account
$61.5K
Accounts
73
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
113418
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 65%, Exchange Traded Equities 35%65%
  • Other65%
  • Exchange Traded Equities35%

Contacts

1 of 1
  • Gerald Hohnstein

    Investment Advisor RepresentativeCRD 2653358

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth