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| Happy Holidays!! thanks for using AUM13F!! |
| Hahn Financial Group Inc
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|---|---|
| CRD # | 169787 |
| SEC # | 801-80401 |
| CIK # | |
| AUM | $133.9 M (2025-07-15) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 605-275-3600 |
| Address | 1000 E 41st St Sioux Falls, SD 57105 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,568 | 107.2 |
| (b) Individuals (high net worth individuals) | 35 | 21.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 5.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,231 | 133.9 |
| By Discretionary | ||
| Discretionary | 2,231 | 133.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,231 | 133.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.9 | |
| Total | 2,231 | 133.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FLP Wealth Management LLC
✚
|
AR | 0.1 |
|
Opulen Financial Group LLC
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|
VA | 0.1 |
|
CornerStone Financial Management LLC
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MA | 0.1 |
|
Fairway Financial LLC
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FL | 0.1 |
|
Kelly Wealth Management Inc
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|
MI | 0.1 |
|
Grant Private Wealth Management Inc
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|
CA | 0.1 |
|
DBD Retirement and Financial Services LLC
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|
0.1 | |
|
Poulos Advisors Inc
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|
VT | 0.1 |
|
Wall Street Financial Group Inc
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|
IL | 0.1 |
|
City Center Advisors LLC
✚
|
MI | 0.1 |