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| HANC Wealth Management LLC
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| |
|---|---|
| CRD # | 249789 |
| SEC # | 801-114535 |
| CIK # | |
| AUM | $308.8 MM (2024-03-29) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 616-302-1558 |
| Address | 2910 Lucerne Drive SE Grand Rapids, MI 49546 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 25.9 |
| (b) Individuals (high net worth individuals) | 94 | 178.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 21.0 |
| (h) Charitable organizations | 27 | 81.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 770 | 308.8 |
| By Discretionary | ||
| Discretionary | 751 | 287.8 |
| Non-Discretionary | 19 | 21.0 |
| Total | 770 | 308.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 308.6 | |
| Total | 770 | 308.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conservative Wealth Management LLC
✚
|
CA | 0.3 |
|
van Leeuwen & Company LLC
✚
|
NJ | 0.3 |
|
Beaumont Asset Management LLC
✚
|
TX | 0.3 |
|
Steadmont Advisors LLC
✚
|
AL | 0.3 |
|
Bear Mountain Capital Inc
✚
|
WA | 0.3 |
|
Vermillion Wealth Management Inc
✚
|
MN | 0.3 |
|
Tower Wealth Partners Inc
✚
|
PA | 0.3 |
|
Quantum Private Wealth LLC
✚
|
FL | 0.3 |
|
Cypress Financial Planning LLC
✚
|
NJ | 0.3 |
|
Beacon Bridge Wealth Partners LLC
✚
|
PA | 0.3 |