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Building 2HACKMAN FINANCIAL GROUP

Map pinCINCINNATI, OH
Phone(513) 891-5300
NotebookSEC #801-111082
Total AUM
$426.7M
Employees
9
Clients
677

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7355 E. KEMPER ROAD
CINCINNATI
OH 45249
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
(513) 891-5300

ReceiptFinancials

Total AUM
$426.7M
Accounts
2,091
Discretionary
$346.7M
Accounts
734
Non-Discretionary
$80M
Accounts
1,357

ContactClients

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Individual Clients
471
AUM
$70.2M
HNW Individual Clients
196
AUM
$340.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
8
AUM
$10.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINKYNHOHSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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