HAHN FINANCIAL SERVICES, LLC
RIASEC Registered
Total AUM
$16.1M
Discretionary
$16.1M
100% of AUM
Avg account
$143K
Accounts
113
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 141637
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.33%
- Individuals43.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hahn Financial Services, LLC is an independent, individually owned RIA organized as an LLC that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. Hahn does not identify as an ESG-focused adviser, is not registered as a multi-state adviser, and does not function as a third-party capital allocator.
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
- Non-Exchange Traded Equities93%
- Cash & Cash Equivalents5%
- Exchange Traded Equities2%
Contacts
1 of 1ANDREW HAHN
OwnerCRD 1370325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations