HATHAWAY ADVISORY

Overview

Hathaway Advisory is a privately held limited liability company run by an individual owner that operates as a capital allocator and registered advisor with an advisory practice focused on individual and small-business clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers solutions. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. Hathaway Advisory is not positioned as an ESG investor and is not a multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives