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Hansen Christopher Harold (Cincinnati)


Hansen Christopher Harold is a large advisory firm based in Cincinnati. It manages $44.51 million of regulatory assets for 206 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.




Hansen Christopher Harold provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hansen Christopher Harold: assets under management

The assets under management (AUM) of Hansen Christopher Harold is $44.51 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $43.54 million in discretionary accounts and $972.18 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $215.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $243.04 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hansen Christopher Harold for their services and products based on a percentage of assets under management and hourly charges. 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.

Based in Cincinnati

The principal office where Hansen Christopher Harold performs its advisory services is located at 4555 Lake Forest Drive, Cincinnati, OH 45242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-588-8080 or by fax 513-588-8087. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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