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HAWK100
HAWK INVESTMENT MANAGEMENT, LLC
CRD 130927
555 METRO PLACE NORTH, SUITE 100, DUBLIN, OH, 43017, United States
Phone
614-791-4295
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminarsCOMPREHENSIVE PERSONAL FINANCIAL ADVISORY SERVICES AND SEMINARS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.4M |
| High net worth individuals | 9 | $9.3M |
| Corporations/business entities | 2 | $236K |
All web addresses on file
Official SEC filing: View on IAPD