Overview
Assets Under Management: $145 million
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Frequently Asked Questions
HAWKINS INVESTMENT COUNSEL, 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 #134857), HAWKINS INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
HAWKINS INVESTMENT COUNSEL, LLC serves 36 high-net-worth clients according to their SEC filing dated October 09, 2024. View client details ↓
According to their SEC Form ADV, HAWKINS INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
HAWKINS INVESTMENT COUNSEL, LLC manages $145 million in client assets according to their SEC filing dated October 09, 2024.
According to their SEC Form ADV, HAWKINS INVESTMENT COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.85
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 82
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 134857
Last Filing Date: 2024-10-09 00:00:00
Website: https://hawkinscounsel.com