RIA Intel›Advisers›Pennsylvania›HANNA FINANCIAL AND TAX SERVICES

HANNA FINANCIAL AND TAX SERVICES

Advisory

Data as of Jun 10, 2025 · Source: SEC Form ADV

Rank in PA

#1,301

of 1,528 advisers by AUM

Average account

$187K

across 75 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2025.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients75

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

75 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ORACLE FINANCIAL GROUP, INC.

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TODOROW CAPITAL PARTNERS LLC

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