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HAWLEY ADVISORS
HAWLEY ADVISORS, LLC
CRD 139335
1600 SOUTH MAIN STREET, SUITE 190, WALNUT CREEK, CA, 94596, United States
Phone
925-906-9800
Fax
925-906-9884
Registration
— (—)
Source
State registered
Total AUM
$74.2M
Discretionary AUM
$74.2M
Team
3 total employees; 3 advisory reps; 59 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $8.7M |
| High net worth individuals | 24 | $63.2M |
| Charitable organizations | 2 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD