Hatchet Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335969
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.24%
- Individuals48.76%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Hatchet Financial, LLC is a small, independent registered investment adviser organized as an LLC and registered in Nevada. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Hatchet Financial bills using a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.
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 Equities88%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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