H
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
146 ADV. Clients
27 yrs Firm Age
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- UnisonMomentum north +more
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Centennial CO
About H & S Financial Advisors Inc.
H & S Financial, Inc. is a debt purchasing firm focused on acquiring distressed receivables and recovering those accounts. The company works directly with account holders to facilitate payments (by phone and mail) and supports account recovery workflows. In business since 1992, it is a member of ACA International.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$30.7K AVG AUM / CLIENT
17.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Unison
CRM
Radial Ridge
Custodian
Value
Investment Themes
Meridian
Investment Vehicles
Quantum matrix
Services
Catalyst meridian Peak Prime oak Beacon Capital radial
Technology
Glacier peak Ridge harbor Peak Delta Matrix
Owner & Executives
G
GERALD HOHNSTEIN
President
- CRD
- #2653358
- Ownership
- 75% or more
(783) 691-9774
element.capital@atlascapital.com
in linkedin.com/in/beacon-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,488,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,488,454 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,488,454
Other:
56.0% Equity - Exchange:
44.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $3,264,309,616 | 56.0% |
| Equity - Exchange | $2,564,814,699 | 44.0% |
| Total | $5,829,124,315 | 100.0% |