Claire HahnCRD Number: 6379928
Current Firm: Pinnacle Investment Management Inc.
Claire Hahn (CRD# 6379928) is an Investment Advisor Representative working at Pinnacle Investment Management Inc. in Simsbury, CT and has over 3 years of experience in the finance industry.
Barron Financial Group, LLP
Garrett Investment Advisors, LLC
|Mercer Advisors Inc.||Simsbury, CT||Jan 2018 - Current||< 1|
|Pinnacle Investment Mgt Inc.||Simsbury, CT||Jun 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management183MILLIONS
Total Number of Accounts716ACCOUNTS
Average Account Value$255,032
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CT, FL, MA, NH, RI, TX
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