Alex
Hattenhauer

The Colony Group, LLC

CRD#7593810
Investment Advisor
in Nashville, TN

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About this Advisor

Alex Hattenhauer is a financial advisor based in Nashville, Tennessee, working with The Colony Group, LLC. Alex has previously held positions at Interocean Capital Group, LLC, Northern Trust, Cme Group, Purdue University, and The Colony Group, LLC. Alex is registered to provide services in Tennessee. Currently, Alex is part of The Colony Group, LLC, which operates out of Nashville, Tennessee. The firm has 34 offices and 549 employees. The firm manages assets totaling $21.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at The Colony Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

150 4Th Avenue North Suite 1410
Nashville, TN 37219

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The Colony Group, LLC Brokerage Details

Total Assets Under Management

$21,472,648,180

TN Average: $16,012,751,954
Total Number of Employees

549

TN Average: 118
Total Number of Accounts

20,909

TN Average: 4,567
Average Account Size

$1,026,957

TN Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Alex Hattenhauer Work History

2024 - Present (0 year)

The Colony Group, LLC

2021 - Present (3 years)

Interocean Capital Group, LLC

2017 - 2021 (4 years)

Northern Trust

2015 - 2017 (2 years)

Northern Trust

2014 - 2014 (< 1 year)

Cme Group

2010 - 2014 (4 years)

Purdue University

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alex Hattenhauer 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 The Colony Group, LLC

Joseph Midollo
Greenwich, CT
Mary Susan Van Bergen
Boca Raton, FL
Rebecca Verr
Scottsdale, AZ
Lori Stanger
Boston, MA
William Masse
Babylon, NY
Michael Merrigan
Wellesley Hills, MA
Daniel Tisser
Babylon, NY
Stephen Schuler
Bethesda, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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