H
$24.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
97 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Beacon
- Established Date
- 08-23-2012
- Office Locations
- 1
Office Locations
29 Wendell Ave. 2ND Floor Pittsfield MA
About Hanley & Associates LLC
Hanley & Associates LLC is a Pittsfield, MA advisory firm serving individuals and business owners with personalized financial planning and portfolio selection. The firm guides clients through life transitions with retirement planning, insurance, and estate/tax considerations, using an asset-allocation approach that can incorporate mutual funds and annuity solutions. Client assets are custodied at Charles Schwab.
Team overview
40 AVG AGE
$12.2M AVG AUM / ADVISOR
$251.5K AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Signal radial
Client Personas
Momentum wave
Custodian
Catalyst
Investment Themes
Meridian eagle Vector unison
Investment Vehicles
Quantum peak
Services
Beacon Prime Oak element Prime signal Glacier Vector timber
Technology
Ridge frontier
Owner & Executives
F
FRANCIS JOSEPH HANLEY
Owner
- CRD
- #1473476
- Ownership
- 75% or more
(848) 579-2771
north.element@vitalcapital.com
in linkedin.com/in/vector-prime
Showing 1 of 1 owners & executives
Unlock allContacts
P
Patrick Edward Hanley
--
- CRD
- #7706159
(434) 814-4350
beacon.timber@radialcapital.com
in linkedin.com/in/ridge-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,396,202 | -- |
| Total | $24,396,202 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,396,202
Public Funds:
25.3% Cash:
74.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $526,564,544 | 25.3% |
| Cash | $1,554,718,238 | 74.7% |
| Total | $2,081,282,782 | 100.0% |