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
https://www.hsax.com
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 Vrettakos, financial advisor GRANDVILLE MI
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 Sax, financial advisor Park City UT
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 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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