Overview
Assets Under Management: $254 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 2
Average Client Assets: $61 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.22
Average High-Net-Worth Client Assets: $61 million
Total Client Accounts: 1,107
Discretionary Accounts: 1,107
Regulatory Filings
CRD Number: 301733
Filing ID: 1975471
Last Filing Date: 2025-04-01 18:30:00
Website: https://hawkefg.com