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, individual-owned registered investment adviser that serves individual and family clients. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with insurance brokerage. Its fee model is flexible, using asset-based fees alongside hourly and fixed-fee arrangements. Hahn does not present itself as an active ESG investor and is not organized as a multi-state adviser.
Assets & Accounts
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
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