This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-16-2014
- Office Locations
- 1
Office Locations
About Hahn Financial Group
Hahn Financial Group, Inc. is an SEC-registered RIA serving employers, associations, churches/nonprofits, and individuals. The firm designs and implements 401(k) and specialized 403(b)(9) denominational plans, delivers investment management and wealth management, and advises on employer health plans and benefits (including self-funding with stop-loss). Works collaboratively with associations, attorneys, and CPAs, with a team-based service model for large plan designs.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
KELLY ANN HAHN
Chief Compliance Officer, Co-Owner, Financial Analyst
- CRD
- #4632939
- Ownership
- Less than 5%
VERLYN EARL HAHN
President
- CRD
- #1590372
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Nikolas Stefan Boyce
Financial Advisor
- CRD
- #6067566
KELLY RAY DEBERG
--
- CRD
- #8132636
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,686,620 | $56,107 |
| Non-Discretionary | $0 | -- |
| Total | $188,686,620 | $56,107 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing