HAWTREE ADVISORY GROUP, LLC

RIASEC Registered

Total AUM

$33.6M

Discretionary

$33.6M

100% of AUM

Avg account

$247K

Accounts

136

Employees

Advisory reps

Firm details

Headquarters: TUCSON, Arizona
CRD number: 124492
Website: www.hawtreegroup.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, NATIONWIDE SECURITIES, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals63.83%
HNWI28.75%
Pension & Profit Sharing Plans7.42%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hawtree Advisory Group, LLC operates as an independent registered investment advisor, focusing on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and caters to a diverse client base that includes both individual and family clients as well as institutional clients. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in how they charge for their services.