P
CRD: 156003
Potts, Hannah & Fischer Wealth Management Group, LLC
(317) 888-1400
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2011
- Office Locations
- 1
Office Locations
7855 South Emerson Ave., Suite S Indianapolis IN
About Potts, Hannah & Fischer Wealth Management Group, LLC
Potts, Hannah & Fischer Wealth Management Group, LLC is a Indianapolis-based RIA. The firm has been operating for 15 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$424.1K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MARK RANDALL HANNAH
Chief Compliance Officer, CPA, Managing Member
- CRD
- #5700787
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,272,335 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,272,335 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - OTC:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing