7355 E. Kemper Road
Cincinnati, Ohio 45249
Tel: (513) 891-5300
HACKMAN FINANCIAL GROUP, formally registered with the SEC as HACKMAN FINANCIAL GROUP. The firm was established in 09/01/2017. They have over 1 offices throughout the country.
HACKMAN FINANCIAL GROUP is a Cincinnati, Ohio based Financial Planning firm with nearly $305,336,158 assets under management, offering retirement planning & investment advisory services to 655 clients. The firm is staffed with 10 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282027 |
| SEC# | 801-111082 |
| Assets Managed by Firm | $305,336,158 |
| No. of Clients | 655 |
| No. of Advisors | 10 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 655 | $305,336,158 |
| Individuals (other than high net worth individuals) | 220 | $51,392,088 |
| High net worth individuals | 175 | $239,960,340 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,501,628 |
| Charitable organizations | Fewer than 5 clients | $989,574 |
| Corporations or other businesses | 6 | $9,492,528 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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