Hannah
Hein

Chaney Capital Management Inc

CRD#6832587
Investment Advisor
in Lynnwood, WA

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About this Advisor

Hannah Hein is a financial advisor based in Lynnwood, Washington, working with Chaney Capital Management Inc. Hannah has previously held a position at Chaney Capital Management and has passed the Series 65 regulatory exam. Hannah is registered to provide services in Washington. Currently, Hannah is part of Chaney Capital Management Inc, which operates out of Lynnwood, Washington. The firm has 6 employees and manages assets totaling $343.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Chaney Capital Management Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets

Office Location

3500 188Th Street Sw Suite #445
Lynnwood, WA 98037

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Chaney Capital Management Inc Brokerage Details

Total Assets Under Management

$343,000,000

WA Average: $3,566,627,242
Total Number of Employees

6

WA Average: 46
Total Number of Accounts

1,098

WA Average: 1,499
Average Account Size

$312,386

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Hannah Hein Work History

2013 - Present (11 years)

Chaney Capital Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Hannah Hein 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 Chaney Capital Management Inc

Hannah Hein
Lynnwood, WA
Chase Matriotti
Lynnwood, WA
Jacob O'Connell
Lynnwood, WA
Kevin Massey
Lynnwood, WA
Lynda Bartsch
Lynnwood, WA
Stephen Chaney
Lynnwood, WA

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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