Paul
Sassin

Hantz Financial Services, Inc

CRD#5890525
Investment Advisor
in Saginaw, MI

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About this Advisor

Paul Sassin is a financial advisor working out of Saginaw, Michigan, who has 8 years of industry experience. Sassin currently works for Hantz Financial Services, Inc. They have been with Hantz Financial Services, Inc for the entirety of their career. Sassin holds a Series 65 license, designating them as an investment advisor representative, and is approved to work in Michigan. Hantz Financial Services, Inc is an advisory business operating out of Southfield, MI. The investment advisory business has offices in 19 locations and a total of 355 advisors. It administers $5 billion in total assets across its 90,199 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 198 charities and foundations. Of its 90,199 customer accounts, just 5% belong to high-net-worth clients who have greater than $1 million in assets. The company has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on the type of services provided. However, fees charged by Hantz Financial Services, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5800 Gratiot Suite 107
Saginaw, MI 48638

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Hantz Financial Services, Inc Brokerage Details

Total Assets Under Management

$4,901,997,615

MI Average: $943,424,332
Total Number of Employees

355

MI Average: 21
Total Number of Accounts

90,199

MI Average: 1,586
Average Account Size

$54,346

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Paul Sassin Work History

Paul has been registered as a financial advisor for 8 years.*

2013 - Present (11 years)

Hantz Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Paul Sassin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hantz Financial Services, Inc

Erica Khinchuk Scheinker
Southfield, MI
Gregory Stewart
Tecumseh, MI
Destiny Bullard
Marquette, MI
Meghan Koths
Taylor, MI
Jay Birchmeier
Southfield, MI
Joanne Rose
Midland, MI
Dustin Rudder
Southfield, MI
Kevin Torresan
Clinton Township, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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