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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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 102 clients, or 102 clients per representative. That equates to $158.0K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on May 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Hahn Financial Services, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.