HANNA FINANCIAL AND TAX SERVICES

HANNA FINANCIAL AND TAX SERVICES is an SEC-registered investment adviser (CRD 133825). Regulatory assets under management: $14.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 133825
• Type: Registered investment adviser
• Phone: 4127222942
• Latest filing: 2025-06-10
• Regulatory AUM: $14.0M
• Non-discretionary AUM: $14.0M
• Clients: 2
• Accounts: 75

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search