HAWK ADVISORY LLC

CRD 332571

Visit website

1446A RHODE ISLAND ST, SAN FRANCISCO, CA, 94107, United States

Phone

8019166731

Fax

—

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 1 advisory reps; 7 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-29

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsTAX PREP

Client types

Type	Clients	AUM
Individuals	7	$0

All web addresses on file

https://www.linkedin.com/company/hawk-advisory-llc/?viewAsMember=true
https://www.linkedin.com/in/elena-hawk-47103279
https://www.instagram.com/financeperiodcom/
https://www.hawkadvisory.co/

Official SEC filing: View on IAPD