Hacket Asset Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 119777
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI98.33%
- Individuals1.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hacket Asset Management, Inc. is a small, privately owned advisory firm that manages portfolios for individuals and families, including small-business clients. The firm provides portfolio management services and charges either a percentage of assets under management or hourly fees. It does not position itself as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multi-state adviser. Ownership is listed as individual, and the firm is classified as unclassified in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Cash & Cash Equivalents24%
Contacts
1 of 1Francis Hacket
PresidentCRD 1103140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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