Overview
Assets Under Management: $145 million
High-Net-Worth Clients: 36
Average Client Assets: $4 million
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