Overview
Assets Under Management: $521 million
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.72
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 80
Discretionary Accounts: 65
Non-Discretionary Accounts: 15
Regulatory Filings
CRD Number: 108911
Last Filing Date: 2025-02-25 00:00:00
Website: https://hahncap.com