Overview
Assets Under Management: $305 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 175
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 175
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.59
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 655
Discretionary Accounts: 655
Regulatory Filings
CRD Number: 282027
Last Filing Date: 2025-02-03 00:00:00
Website: https://hackmanfinancial.com