# HANNA FINANCIAL AND TAX SERVICES

HANNA FINANCIAL AND TAX SERVICES is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 133825
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133825/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133825/similar
- Related entities: https://search.stillhousedata.com/firm/133825/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133825

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.