Overview
Assets Under Management: $296 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 45
Average Client Assets: $3.3 million
Frequently Asked Questions
HAWSGOODWIN FINANCIAL 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 #165771), HAWSGOODWIN FINANCIAL is subject to fiduciary duty under federal law.
HAWSGOODWIN FINANCIAL is headquartered in FRANKLIN, TN.
HAWSGOODWIN FINANCIAL serves 45 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, HAWSGOODWIN FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
HAWSGOODWIN FINANCIAL manages $296 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, HAWSGOODWIN FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.49%
Average Client Assets: $3.3 million
Total Client Accounts: 237
Discretionary Accounts: 215
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 165771
Filing ID: 1189373
Last Filing Date: 2018-03-28 11:19:00