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Christopher Hannan

Advisor at Devil Mountain Investment Management

Updated today
Devil Mountain Investment Management logo

Firm

Devil Mountain Investment Management

Location

Austin, TX

Credentials

Series 63, Series 65

Industry experience

30 years

About

Christopher Hannan is a financial advisor with Devil Mountain Investment Management in Austin, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at W.R. Hambrecht + Co., LLC from 2014 to 2017 and has been with Devil Mountain since 2009. Devil Mountain Investment Management serves individual and high-net-worth investors with financial planning and portfolio management, also providing fiduciary investment services to retirement plans and institutional clients. The firm emphasizes a non-discretionary, ETF-first approach with personalized asset allocation and risk management strategies, managing approximately $42.56 million in assets.

Client services

Based on Devil Mountain Investment Management

Financial planning Portfolio management

Expertise

Based on Devil Mountain Investment Management

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) Cash flow / budgeting Roth conversion strategy

Demographic focus

Based on Devil Mountain Investment Management

Young Professionals

Fee options

Percentage

1% annually of Net Liquidation Value, payable quarterly at 0.25% per quarter

Other

Fee-only: The Advisor is a fee only advisor charging a percentage of assets under management; no commissions or other compensation accepted

Location

Austin, TX

Most active in

California · Louisiana · Texas

Work history

W.R. Hambrecht + Co., Llc

2014 - 2017 (3 years)

Devil Mountain Investment Management

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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