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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2007
- Office Locations
- 1
Office Locations
About Hahn Financial Services, LLC
Hahn Financial Group (HFG) is an SEC-registered investment adviser providing wealth management plus retirement and health plan consulting. It works with employers, associations, and churches/nonprofits on 401(k) design, 403(b)(9) denominational plans, deferred comp, and benefits strategies (including self-funding with stop-loss), and supports individuals with retirement, estate, and multi-generational planning. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
ANDREW GLEN HAHN
Chief Compliance Officer, President, Registered Investment Advisor
- CRD
- #1370325
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,120,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,120,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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