Hawk Advisory LLC

RIASEC Registered

Total AUM

—

Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 332571
Website: www.hawkadvisory.co
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Hawk Advisory LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses, and other business or institutional clients. Its advisory menu includes selection of outside advisers, publication of periodicals or newsletters, and delivery of educational seminars and workshops. Compensation is flexible: percentage-of-AUM fees are used alongside hourly and fixed-fee engagements. Hawk Advisory is flagged as an active ESG investor and also conducts other financial product sales. It is not identified as a multi-state adviser.