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HACKMAN FINANCIAL GROUP

7355 E. Kemper Road
Cincinnati, Ohio 45249
Tel: (513) 891-5300

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About HACKMAN FINANCIAL GROUP

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.

Firm Information

SEC Current StatusApproved
Firm CRD#282027
SEC#801-111082
Assets Managed by Firm$305,336,158
No. of Clients655
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total655$305,336,158
Individuals (other than high net worth individuals)220$51,392,088
High net worth individuals175$239,960,340
Pension and profit sharing plansFewer than 5 clients$3,501,628
Charitable organizationsFewer than 5 clients$989,574
Corporations or other businesses6$9,492,528

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