Hohensee Financial Services, Inc.

Overview

Hohensee Financial Services, Inc. operates as a small, non‑independent retail registered investment adviser under individual ownership. The firm serves individual and family clients and also provides portfolio management for small businesses and other business or institutional clients. Its business model is hybrid: advisors are registered representatives of a broker‑dealer and the firm is also active as an insurance broker, so client solutions include both advisory fee arrangements and transactional products. Fee arrangements reported include a percentage of assets under management and hourly billing. Hohensee Financial Services does not present itself as a multi‑state adviser, is not listed as an active ESG investor, and is not identified as a capital allocator in the platform data, though it does place client capital into third‑party alternative vehicles.

Assets & Accounts

Investments & Alternatives