Hacket Asset Management, Inc.

RIASEC Registered
Total AUM
$11.4M
Discretionary
$11.4M
100% of AUM
Avg account
$714K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
119777
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI98.33%
  • Individuals1.67%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hacket Asset Management, Inc. is a small, privately owned advisory firm that manages portfolios for individuals and families, including small-business clients. The firm provides portfolio management services and charges either a percentage of assets under management or hourly fees. It does not position itself as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Ownership is listed as individual, and the firm is classified as unclassified in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Cash & Cash Equivalents 24%76%
  • Exchange Traded Equities76%
  • Cash & Cash Equivalents24%

Contacts

1 of 1
  • Francis Hacket

    PresidentCRD 1103140

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth