Marieta, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Hanover Advisors, Inc
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About
Hanover Advisors serves individual clients (including high‑net‑worth households) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and pension consulting services, and manages roughly $353 million in client assets across a small advisor team.
The firm’s investment process combines fundamental analysis and Modern Portfolio Theory with both long‑ and short‑term trading, option strategies, and the use of margin when appropriate, and it constructs customized portfolios based on each client’s suitability information. Hanover typically manages accounts on a discretionary basis, monitors accounts daily, conducts at least monthly reviews, and provides regular written reports to clients.
Compared with many peers, Hanover is a wrap fee program sponsor that absorbs transaction charges for participating clients and explicitly discloses the use of borrowing/margin in client accounts and option and short‑selling strategies. The firm also offers a tax‑free income account focused on municipal bonds intended to be held to maturity, provides quarterly reports prepared by an independent third party, and discloses arrangements with insurance consulting associates who may receive separate commissions or referral fees.
Based on Hanover Advisors, Inc
Location
Marieta GA
Advisors at this office
2
Advisors at this office
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