Overview
Assets Under Management: $336 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 83
Average Client Assets: $3.0 million
Frequently Asked Questions
HATTON CONSULTING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #115585), HATTON CONSULTING, INC. is subject to fiduciary duty under federal law.
HATTON CONSULTING, INC. is headquartered in PHOENIX, AZ.
HATTON CONSULTING, INC. serves 83 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, HATTON CONSULTING, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HATTON CONSULTING, INC. manages $336 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, HATTON CONSULTING, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 83
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.90%
Average Client Assets: $3.0 million
Total Client Accounts: 682
Discretionary Accounts: 677
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 115585
Filing ID: 1203553
Last Filing Date: 2018-03-29 17:29:00