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HAWTREE ADVISORY GROUP, LLC
CRD 124492 · SEC 801-66847
6069 E. GRANT ROAD, TUCSON, AZ, 85712-2318, United States
Phone
520-886-5161
Fax
520-886-5141
Registration
— (—)
Source
State registered
Total AUM
$33.6M
Discretionary AUM
$33.6M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2019-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 68 | $21.4M |
| High net worth individuals | 14 | $9.7M |
| Pension/profit sharing plans | 2 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD