H
CRD: 133825
Hanna Financial AND TAX Services
Bridgeville, PA
4127222942
$14.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
75 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-08-2005
- Office Locations
- 1
Office Locations
-- Bridgeville PA
About Hanna Financial AND TAX Services
Hanna Financial AND TAX Services is a Bridgeville-based RIA. The firm has been operating for 21 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Nationwide. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$186.7K AVG AUM / CLIENT
21.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Owner & Executives
T
TIMOTHY ANDREW HANNA SR
Manager, Owner, Vice President
- CRD
- #2208923
- Ownership
- 10% but less than 25%
(879) 576-9072
peak.vertex@frontiercapital.com
in linkedin.com/in/north-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,000,000 | -- |
| Total | $14,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,000,000
Other:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $8,877,710,577 | 100.0% |
| Total | $8,877,710,577 | 100.0% |