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HACKETT FINANCIAL GROUP, LLC
CRD 141656 · SEC 801-132704
840 EAST SUMMIT DRIVE, WIMBERLEY, TX, 78676, United States
Phone
(512) 847-0630
Fax
(512) 722-6043
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.1M
Discretionary AUM
$159.1M
Team
7 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 206 | $53.4M |
| High net worth individuals | 46 | $105.5M |
| Corporations/business entities | 2 | $227K |
States served
CO, LA, TX
All web addresses on file
Official SEC filing: View on IAPD