|
⚲
|
| Hahn Financial Group Inc
✚
|
|
|---|---|
| CRD # | 169787 |
| SEC # | 801-80401 |
| CIK # | 0002101572 |
| AUM | $188.7 M (2026-03-11) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 605-275-3600 |
| Address | 1000 E 41st St Sioux Falls, SD 57105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 3.5 | ||
| Apple Inc | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,794 | 140.8 |
| (b) Individuals (high net worth individuals) | 52 | 42.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 14 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,363 | 188.7 |
| By Discretionary | ||
| Discretionary | 3,363 | 188.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,363 | 188.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 188.7 | |
| Total | 3,363 | 188.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0002101572] |
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|---|---|---|
|
Valued Retirements Inc
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|
TX | 0.2 |
|
Conceptual Financial Advisors LLC
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WI | 0.2 |
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TT Capital Management LLC
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0.2 | |
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Odyssey Capital Advisors Inc
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Ivy League Financial Advisors LLC
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MD | 0.2 |
|
SDR Investment Management Inc
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FL | 0.2 |
|
Wright Wealth LLC
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|
GA | 0.2 |
|
KFG LLC
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SD | 0.2 |
|
Heritage Financial Advisors LLC
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OH | 0.2 |
|
Wall Street Financial Group Inc
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|
IL | 0.2 |