← Back to searchVisit website
NATHAN G. HANNA, LLC
CRD 158936
2706 ALT. 19N., SUITE 206, PALM HARBOR, FL, 34683-2641, United States
Phone
727-773-2988
Fax
888-254-7611
Registration
— (—)
Source
State registered
Total AUM
$31.1M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $26.0M |
| High net worth individuals | 4 | $5.0M |
| Charitable organizations | 1 | $130K |
All web addresses on file
Official SEC filing: View on IAPD