Hsax & Company, LLC

Hsax & Company, LLC (CRD# 150231) is a financial advisory firm headquartered in , . They manage $7,500,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $3,750,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Hsax & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter J. Vrettakos
CRD#: 6409270
2885 SANFORD AVE SW 19094, GRANDVILLE, MI 49418
95
Wealthminder
score

Peter Vrettakos (CRD# 6409270) is an Investment Advisor Representative working at Hsax & Company, LLC in , and has 1 year of experience in the finance industry.

2
Harvey W. Sax
CRD#: 1831458
Park City, UT
93
Wealthminder
score

Harvey Sax (CRD# 1831458) is an Investment Advisor Representative working at Hsax & Company, LLC in Park City, UT and has over 28 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.