Overview
Assets Under Management: $254 million
Headquarters: MERIDIAN, ID
High-Net-Worth Clients: 81
Average Client Assets: $1 million
Frequently Asked Questions
HAWKE FINANCIAL GROUP, LLC 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 #301733), HAWKE FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
HAWKE FINANCIAL GROUP, LLC is headquartered in MERIDIAN, ID.
HAWKE FINANCIAL GROUP, LLC serves 81 high-net-worth clients according to their SEC filing dated April 01, 2025. View client details ↓
According to their SEC Form ADV, HAWKE FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HAWKE FINANCIAL GROUP, LLC manages $254 million in client assets according to their SEC filing dated April 01, 2025.
According to their SEC Form ADV, HAWKE FINANCIAL GROUP, LLC 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: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.21
Average High-Net-Worth Client Assets: $1 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