Alex
Hattenhauer

Interocean Capital

CRD#7593810
Investment Advisor
in Nashville, TN

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About this Advisor

Alex Hattenhauer is a chartered financial analyst operating in Nashville, Tennessee with 1 year of industry experience. Hattenhauer is an employee of Interocean Capital. The advisor has gained experience at Interocean Capital Group, LLC, Northern Trust, Cme Group, Cornerstone Bank & Trust and Purdue University. Hattenhauer is able to serve investors in Tennessee. Interocean Capital is an advisory firm based out of Nashville, TN. The investment advisory business has offices in two locations and a total of 33 advisors. It has $5 billion in assets under management between its 6,533 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 6,533 client accounts, 84% are held by high-net-worth clients who have greater than $1 million in investable assets. Interocean Capital provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules vary depending on which service is provided. Fee types billed by Interocean Capital likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, 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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Interocean Capital Brokerage Details

Total Assets Under Management

$4,465,622,439

TN Average: $730,596,643
Total Number of Employees

33

TN Average: 15
Total Number of Accounts

6,533

TN Average: 968
Average Account Size

$683,549

TN Average: $754,749

Investment Advisory Services

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

Alex Hattenhauer Work History

Alex has been registered as a financial advisor for 1 years.*

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

2013 - 2013 (< 1 year)

Cornerstone Bank & Trust

2010 - 2014 (4 years)

Purdue University

*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 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 Interocean Capital

Drake Qualls
Nashville, TN
Erik Larson
Chicago, IL
James Hammack
Chicago, IL
Joshua Berger
Paradise Valley, AZ
Andrew Cook
Nashville, TN
Alex Hattenhauer
Nashville, TN
Shaunna Zoeckler
Nashville, TN
Robin Patinkin
Chicago, IL

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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