Overview
Assets Under Management: $211 million
Headquarters: NORTH LIBERTY, IA
High-Net-Worth Clients: 61
Average Client Assets: $1.8 million
Frequently Asked Questions
HAWKINS WEALTH MANAGEMENT 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 #165615), HAWKINS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
HAWKINS WEALTH MANAGEMENT is headquartered in NORTH LIBERTY, IA.
HAWKINS WEALTH MANAGEMENT serves 61 high-net-worth clients according to their SEC filing dated September 14, 2018. View client details ↓
According to their SEC Form ADV, HAWKINS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
HAWKINS WEALTH MANAGEMENT manages $211 million in client assets according to their SEC filing dated September 14, 2018.
According to their SEC Form ADV, HAWKINS WEALTH MANAGEMENT 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.64%
Average Client Assets: $1.8 million
Total Client Accounts: 1,264
Discretionary Accounts: 1,259
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 165615
Filing ID: 1240706
Last Filing Date: 2018-09-14 12:28:00