Hahn Investment Stewards & Company Inc. (Toronto, Ontario)

Name: Hahn Investment Stewards & Company Inc.
Address: 26 Wellington Street, Toronto, Ontario, M5 E 1 S2
Telephone: 888-419-6715

Hahn Investment Stewards & Company Inc. is an adviser based in Toronto, Ontario. It manages $416.14 million of regulatory assets for 2,643 client accounts. It has been registered with the SEC as an adviser since 2014.

Hahn Investment Stewards & Company provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hahn Investment Stewards & Company: assets under management

The assets under management (AUM) of Hahn Investment Stewards & Company Inc. is $416.14 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $416.14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.45 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hahn Investment Stewards & Company Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Hahn Investment Stewards & Company Inc.

David Michael Scandiffio has been acting as President since 1 Oct 2013. Robert Gaal joined the executive team most recently as the Vice President, Business Development.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jovian Capital Corporation	Shareholder	1 Mar 2011	50% - 75%	88864 8821 rc0001
Wilfred Johannes Hahn	Shareholder, co-chief investment officer, and chairman	1 Mar 2011	Other	1611023
Tyler Bruce Mordy	Shareholder, president, and co-chief investment officer	1 Mar 2011	Other	5898291
Mark Leslie Arthur	Chief executive officer	1 Mar 2011	Other	4984423
Mulberry Press Inc	Shareholder	1 Mar 2011	Other	125170639
Robyn Elizabeth Graham	Vice president, strategic business development	1 Oct 2013	Other	6262197
Francis O D'andrade	Vice president, private client service	1 Oct 2013	Other	6262198
Manon Gauthier	Chief financial officer	1 Oct 2013	Other	6262638
Kevin Allan Side	Vice president, administration	1 Oct 2013	Other	4539266
David Michael Scandiffio	Director	1 Oct 2013	Other	6262199
Brian Aldamer Smith	Chief compliance officer	1 May 2014	Other	6520109
Joseph John Pochodyniak	Vice president, private client	1 Jan 2015	Other	6520111
Robert Gaal	Vice-president, business development	1 May 2015	Other	6551160
John Teskey	Vice-president, business development	1 May 2015	Other	6551161
Krystian Urbanski	Senior vice-president, associate portfolio manager, business development	1 May 2015	Other	6551162

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joyce Ellen Hahn	Owner	1 Mar 2011	50% - 75%	5898292
Industrial Alliance Insurance And Financial Services Inc.	Owner	1 Oct 2013	75% - 100%	98-0018913

Based in Toronto, Ontario

The principal office where Hahn Investment Stewards & Company Inc. performs its advisory services is located at 26 Wellington Street, Toronto, Ontario, M5 E 1 S2, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 888-419-6715 or by fax 877-342-4246. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at hahninvest.com.