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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Matrix oak
- Established Date
- 09-09-2011
- Office Locations
- 2
Office Locations
About Nathan G. Hanna, LLC
Nathan G. Hanna, LLC is a fiduciary wealth manager focused on near-retirees and retirees, as well as individuals and firms that prefer to delegate day-to-day oversight. The firm builds tailored strategies around client goals and life transitions, advising across investment, tax, legislative, and economic considerations. Portfolios are commonly implemented with public funds such as mutual funds and ETFs, with Charles Schwab as a primary custodian.
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Owner & Executives
NATHAN GREGORY HANNA
Chief Compliance Officer, Managing Member
- CRD
- #2839124
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Michael D Hayduk
--
- CRD
- #6679463
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $1,130,000 | -- |
| Total | $31,130,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,130,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,485,823,810 | 17.3% |
| Cash | $4,002,276,851 | 46.6% |
| Equity - Exchange | $3,100,476,273 | 36.1% |
| Total | $8,588,576,934 | 100.0% |